Standard Life Wealth Balanced Bridge Inc NAV

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0004833660

Fund Type:

Unit Trust

179.75p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 29-Apr-2025
  • Change: -0.25p
  • Change %: -0.14%
  • Currency: GBP
  • YTD change: -8.47p
  • YTD %: -4.50%

Fund Objective

To provide a combination of income and growth in sterling terms.

View on Past Performance

Following a good rebound in equity prices in 2003, this year has seen only modest gains as investors wiegh the benefits of economic and earnings advances against the diadvantages of rising inflation and interest rates.

Fund Details

Latest Price 179.75p IMA Sector Mixed Investment 40-85% Shares
Currency British Pound Launch Date 23/12/1998
Fund Size n/a Fund Manager Caroline Lindsey
ISIN GB0004833660 Dividend 0.97p
 

Price Info

Date 29-Apr-2025
NAV 179.75p
Currency GBP
Change -0.25p
% -0.14%
YTD change -8.47p
YTD % -4.50%

Fund Facts

Fund Inception 23/12/1998
Fund Manager Caroline Lindsey
TER 1.06 (31-Mar-2012)

Fund Reports

Minimum Investment
Initial £100000
Additional n/a
Savings n/a
Charges
Initial 6.00%
Annual Mang't 0.80%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.09

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