The trust aims to provide investors with a combination of long term capital growth together with reasonable income
Latest Price | 990.00p | IMA Sector | Europe Including UK |
---|---|---|---|
Currency | British Pound | Launch Date | 07/01/1961 |
Fund Size | n/a | Fund Manager | Stuart Eaton |
ISIN | GB0009007468 | Dividend | 9.52p |
Date | 02-May-2025 |
---|---|
Bid | 990.00p |
Offer | 990.00p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 27.40p |
YTD % | 2.85% |
Fund Inception | 07/01/1961 |
---|---|
Fund Manager | Stuart Eaton |
TER | 1.10 (15-Aug-2012) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.04 |
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