Ignis Cartesian UK Opportunities A GBP Retl Acc

IMA Sector:

UK All Companies

ISIN:

GB00B0V9SS99

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

To achieve above average returns by investing predominately in UK listed companies.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Ignis Cartesian UK Opportunities A GBP Retl Acc
3 year Ignis Cartesian UK Opportunities A GBP Retl Acc
1 Year Ignis Cartesian UK Opportunities A GBP Retl Acc
6 Month Ignis Cartesian UK Opportunities A GBP Retl Acc
1 Month Ignis Cartesian UK Opportunities A GBP Retl Acc

Top 10 Holdings

Name % Net Assets
HSBC 4.9%
BARCLAYS 4.6%
VODAFONE 3.9%
SERCO GROUP 3.8%
BP 3.8%
INTERMEDIATE CAPITAL 3.7%
CABLE & WIRELESS 3.6%
VT GROUP 3.5%
BG GROUP 3.3%
UNILEVER 3.0%

Holdings Breakdown

Holding Chart
Key % Net Assets
HSBC 4.9%
BARCLAYS 4.6%
VODAFONE 3.9%
SERCO GROUP 3.8%
Other 82.8%

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 29/12/2005
Fund Manager Andrew Kelly / David Stephenson
TER 1.79 (30-Mar-2012)

Fund Reports

Minimum Investment
Initial 500
Additional n/a
Savings n/a
Charges
Initial 5.25%
Annual Mang't 1.75%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.17

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