To achieve increasing distributions on a calendar year basis with long term capital growth
Latest Price | 78.17p | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | British Pound | Launch Date | 01/06/1987 |
Fund Size | n/a | Fund Manager | Tineke Frikkee |
ISIN | GB0006779218 | Dividend | 1.57p |
Date | 28-Apr-2025 |
---|---|
NAV | 78.17p |
Currency | GBP |
Change | 0.62p |
% | 0.80% |
YTD change | 1.96p |
YTD % | 2.57% |
Fund Inception | 01/06/1987 |
---|---|
Fund Manager | Tineke Frikkee |
TER | 1.61 (30-Dec-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.11 |
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