The fund aims to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including equities, 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 |
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No holding data available. |
No holdings data available.
Date | 20-Nov-2024 |
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NAV | 535.99p |
Currency | GBP |
Change | 535.99p |
% | n/a |
YTD change | -0.53p |
YTD % | -0.10% |
Fund Inception | n/a |
---|---|
Fund Manager | Steve Russell / David Ballance |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.20% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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