To provide a combination of capital growth with an attractive level on income.
Latest Price | 262.54p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 06/01/2003 |
Fund Size | n/a | Fund Manager | Michael Clarkson |
ISIN | GB0032503749 | Dividend | 0.00p |
Date | 01-May-2024 |
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NAV | 262.54p |
Currency | GBP |
Change | -1.38p |
% | -0.52% |
YTD change | 4.44p |
YTD % | 1.72% |
Fund Inception | 06/01/2003 |
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Fund Manager | Michael Clarkson |
TER | 2.31 (31-Mar-2014) |
Minimum Investment | |
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Initial | £500 |
Additional | n/a |
Savings | £40 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.10 |
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