The Fund's investment objective is to achieve long term capital growth for investors planning to withdraw substantial portions of their investment in or after the year 2015. The Fund's policy is to invest in a wide range of investments covering markets throughout the world, in accordance with an asset allocation that will become increasingly conservative as the year 2015 is approached.
Latest Price | 0.00 | IMA Sector | IMA Unclassified |
---|---|---|---|
Currency | Launch Date | 30/05/2003 | |
Fund Size | n/a | Fund Manager | Richard Skelt |
ISIN | GB0033123604 | Dividend | 0.00 |
Date | n/a |
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Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 30/05/2003 |
---|---|
Fund Manager | Richard Skelt |
TER | 1.52 (31-Oct-2011) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 250 |
Savings | 50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 0.85% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.02 |
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