The fund aims to achieve low volatility and positive returns in all market conditions from an actively managed portfolio of equities or equity related securities (including convertibles), corporate and government bonds and currencies. Capital invested is at risk and there is no guarantee that a positive return will be delivered over any one or a number of twelve-month periods.
Name | % Net Assets |
---|---|
No holding data available. |
No holdings data available.
Date | 30-Oct-2024 |
---|---|
NAV | 274.22p |
Currency | GBP |
Change | 274.22p |
% | n/a |
YTD change | 2.83p |
YTD % | 1.04% |
Fund Inception | n/a |
---|---|
Fund Manager | Steve Russell / David Ballance |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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