Invests in a wide range of international equities (excluding UK) with the sole objective of capital growth. The geographical split of the portfolio will vary according to market conditions.
Latest Price | 685.51p | IMA Sector | Global |
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Currency | British Pound | Launch Date | 05/12/1967 |
Fund Size | n/a | Fund Manager | Greg Aldridge |
ISIN | GB0030937840 | Dividend | 1.47p |
Date | 13-May-2025 |
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NAV | 685.51p |
Currency | GBP |
Change | 9.86p |
% | 1.46% |
YTD change | -36.35p |
YTD % | -5.04% |
Fund Inception | 05/12/1967 |
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Fund Manager | Greg Aldridge |
TER | 1.68 (28-Feb-2014) |
Minimum Investment | |
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Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
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Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
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Standard deviation | 0.02 |
Sharpe ratio | 0.06 |
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