The Liberation No.V Fund aims to provide a total return from a portfolio of global investments.
Latest Price | 209.20p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 06/12/2005 |
Fund Size | £169.79m | Fund Manager | David Hambidge/Ian Rees/Simon Evan-Cook/David Thornton |
ISIN | GB00B0MT7M55 | Dividend | 0.35p |
Date | 13-Dec-2024 |
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NAV | 209.20p |
Currency | GBP |
Change | 0.100p |
% | 0.05% |
YTD change | 209.20p |
YTD % | n/a |
Fund Inception | 06/12/2005 |
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Fund Manager | David Hambidge/Ian Rees/Simon Evan-Cook/David Thornton |
TER | 2.38 (31-Oct-2010) |
Minimum Investment | |
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Initial | £3000 |
Additional | £1,000 |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
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Standard deviation | 0.01 |
Sharpe ratio | 0.04 |
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