The investment objective of the Fund is to provide income combined with capital growth over the medium to long term.
Latest Price | 125.55p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 30/09/1996 |
Fund Size | n/a | Fund Manager | Kleinwort Benson / Merrill Lynch / Robson |
ISIN | GB0008616830 | Dividend | 0.16p |
Date | 30-Apr-2025 |
---|---|
Bid | 120.30p |
Offer | 130.80p |
Currency | GBP |
Change | 125.55p |
% | n/a |
YTD change | -11.85p |
YTD % | -8.62% |
Fund Inception | 30/09/1996 |
---|---|
Fund Manager | Kleinwort Benson / Merrill Lynch / Robson |
TER | - |
Minimum Investment | |
---|---|
Initial | £100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 8.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.03 |
You are here: research