To seek long term capital growth.
In the six months covered by this review, Sep 2003 to Feb 2004, the offer price of the Family Balanced Trust units rose by 5.75%.
Latest Price | 81.13p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 18/03/1994 |
Fund Size | n/a | Fund Manager | Gregor Logan |
ISIN | GB0003323051 | Dividend | 0.00p |
Date | 03-Apr-2009 |
---|---|
Bid | 81.13p |
Offer | 81.13p |
Currency | GBP |
Change | 2.27p |
% | 2.88% |
YTD change | 81.13p |
YTD % | n/a |
Fund Inception | 18/03/1994 |
---|---|
Fund Manager | Gregor Logan |
TER | - |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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