The objective of the Scheme is to achieve primarily capital growth.
The Sovereign Ethical Fund Rose by 1.54%, modestly outperforming the FTSE All-Share Total Return Index which gained 1.47%. It however underperformed the FTSE Small Cap Total Return Index which rose by 3.56%.
Latest Price | 134.62p | IMA Sector | UK All Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 02/05/1989 |
Fund Size | n/a | Fund Manager | Peter Camp |
ISIN | GB0008317611 | Dividend | 0.04p |
Date | 30-Oct-2015 |
---|---|
Bid | 134.62p |
Offer | 134.62p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 134.62p |
YTD % | n/a |
Fund Inception | 02/05/1989 |
---|---|
Fund Manager | Peter Camp |
TER | 1.85 (30-Aug-2013) |
Minimum Investment | |
---|---|
Initial | £2000 |
Additional | n/a |
Savings | £40 |
Charges | |
---|---|
Initial | 5.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.23 |
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