Standard Life Wealth Bridge NAV

IMA Sector:

Flexible Investment

ISIN:

GB0006441181

Fund Type:

Unit Trust

363.40p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 07-May-2024
  • Change: 6.20p
  • Change %: 1.74%
  • Currency: GBP
  • YTD change: 15.50p
  • YTD %: 4.46%

Fund Objective

To achieve long-term capital growth in GBP terms.

View on Past Performance

Following a good rebound in equity prices in 2003, this year has seen only modest gains as investors wiegh the benefits of economic and earnings advances against the diadvantages of rising inflation and interest rates.

Fund Details

Latest Price 363.40p IMA Sector Flexible Investment
Currency British Pound Launch Date 16/02/1994
Fund Size n/a Fund Manager Caroline Lindsey
ISIN GB0006441181 Dividend 2.45p
 

Price Info

Date 07-May-2024
NAV 363.40p
Currency GBP
Change 6.20p
% 1.74%
YTD change 15.50p
YTD % 4.46%

Fund Facts

Fund Inception 16/02/1994
Fund Manager Caroline Lindsey
TER 1.69 (31-Mar-2012)

Fund Reports

Minimum Investment
Initial £250000
Additional n/a
Savings n/a
Charges
Initial 6.00%
Annual Mang't 0.80%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.10

Top of Page