The investment objective of the Equity Fund it to invest in regulated collective investment schemes which aim to achieve long-term growth.
Name | % Net Assets |
---|---|
BP | 0.0% |
HSBC HLDGS | 0.0% |
GLAXOSMITHKLINE | 0.0% |
ROYAL DUTCH SHELL B | 0.0% |
Royal Bank of Scotland | 0.0% |
Key | % Net Assets |
---|---|
BP | 0.0% |
HSBC HLDGS | 0.0% |
GLAXOSMITHKLINE | 0.0% |
ROYAL DUTCH SHELL B | 0.0% |
Other | 100% |
Date | 29-Nov-2019 |
---|---|
NAV | 283.60p |
Currency | GBP |
Change | -0.100p |
% | -0.04% |
YTD change | 283.60p |
YTD % | n/a |
Fund Inception | 17/09/2003 |
---|---|
Fund Manager | n/a |
TER | 1.51 (05-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £25 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 0.80% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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