To achieve long - term capital growth from a portfolio primarily invested in the shares of UK companies.
Latest Price | 395.90p | IMA Sector | UK All Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 09/11/1987 |
Fund Size | n/a | Fund Manager | Mark Hodges |
ISIN | GB0003864542 | Dividend | 0.00p |
Date | 25-Apr-2025 |
---|---|
NAV | 395.90p |
Currency | GBP |
Change | 1.00p |
% | 0.25% |
YTD change | -0.60p |
YTD % | -0.15% |
Fund Inception | 09/11/1987 |
---|---|
Fund Manager | Mark Hodges |
TER | 1.72 (29-Feb-2012) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.11 |
You are here: research