To produce income and capital appreciation over the medium to longer term.
Latest Price | 50.55p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 14/02/2006 |
Fund Size | n/a | Fund Manager | Jacqueline Kerr |
ISIN | GB00B0WS6Q95 | Dividend | 0.82p |
Date | 06-Jun-2025 |
---|---|
NAV | 50.55p |
Currency | GBP |
Change | -0.030p |
% | -0.06% |
YTD change | 0.090p |
YTD % | 0.18% |
Fund Inception | 14/02/2006 |
---|---|
Fund Manager | Jacqueline Kerr |
TER | 1.62 (31-Dec-2010) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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