To provide a combination of capital growth with an attractive level on income.
Latest Price | 267.27p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 06/01/2003 |
Fund Size | n/a | Fund Manager | Michael Clarkson |
ISIN | GB0032503749 | Dividend | 0.00p |
Date | 17-Apr-2025 |
---|---|
NAV | 267.27p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | -10.14p |
YTD % | -3.66% |
Fund Inception | 06/01/2003 |
---|---|
Fund Manager | Michael Clarkson |
TER | 2.31 (31-Mar-2014) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £40 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.10 |
You are here: research