To secure a total return. The Fund's risk profile matching portfolio will invest in UK equities with the balance of the Fund allocated across the principal non-UK Equity Markets including some exposure to emerging markets and UK corporate bonds with an allocation to property, all primarily through collective investment schemes.
Latest Price | 202.00p | IMA Sector | Volatility Managed |
---|---|---|---|
Currency | British Pound | Launch Date | 30/03/2007 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B1TMPN12 | Dividend | 0.00p |
Date | 02-May-2025 |
---|---|
NAV | 202.00p |
Currency | GBP |
Change | 0.80p |
% | 0.40% |
YTD change | -5.70p |
YTD % | -2.74% |
Fund Inception | 30/03/2007 |
---|---|
Fund Manager | n/a |
TER | 1.96 (31-Mar-2011) |
Minimum Investment | |
---|---|
Initial | £5000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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