To provide a wide spread of investment in the UK and overseas stock markets through a portfolio of investment trust shares, which are often available at substantial discounts to underlying asset values. The yield can be expected to be slightly less than the average for investment trusts.
Latest Price | 2,452.75p | IMA Sector | Global |
---|---|---|---|
Currency | British Pound | Launch Date | 10/05/1968 |
Fund Size | n/a | Fund Manager | Alex Odd |
ISIN | GB0031959256 | Dividend | 1.94p |
Date | 14-Jun-2019 |
---|---|
NAV | 2,452.75p |
Currency | GBP |
Change | 3.66p |
% | 0.15% |
YTD change | 2,452.75p |
YTD % | n/a |
Fund Inception | 10/05/1968 |
---|---|
Fund Manager | Alex Odd |
TER | 1.70 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.10 |
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