To achieve a high and rising income with capital growth.
Not available
Latest Price | 105.56p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 12/02/1996 |
Fund Size | n/a | Fund Manager | |
ISIN | GB0004792684 | Dividend | 2.05p |
Date | 13-May-2025 |
---|---|
NAV | 105.56p |
Currency | GBP |
Change | 1.26p |
% | 1.21% |
YTD change | 0.25p |
YTD % | 0.24% |
Fund Inception | 12/02/1996 |
---|---|
Fund Manager | n/a |
TER | 1.81 (31-Oct-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.14 |
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