Family Charities Ethical Inc

IMA Sector:

UK All Companies

ISIN:

GB0005782627

Fund Type:

Unit Trust

685.40p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 20-Aug-2025
  • Change: 2.50p
  • Change %: 0.37%
  • Currency: GBP
  • YTD change: 55.70p
  • YTD %: 8.85%

Fund Objective

To achieve long term growth of capital.

View on Past Performance

The Trust has shown a total return of 35.1% compared to the FTSE All Share Index of 30.10%

Future Expectations

We are continuing to invest in recovery situations in the portfolio.

Fund Details

Latest Price 685.40p IMA Sector UK All Companies
Currency British Pound Launch Date 01/04/1982
Fund Size n/a Fund Manager Philip Ayton
ISIN GB0005782627 Dividend 4.15p
 

Price Info

Date 20-Aug-2025
Bid 685.40p
Offer 685.40p
Currency GBP
Change 2.50p
% 0.37%
YTD change 55.70p
YTD % 8.85%

Fund Facts

Fund Inception 01/04/1982
Fund Manager Philip Ayton
TER -
Minimum Investment
Initial £500
Additional n/a
Savings £30
Charges
Initial 5.00%
Annual Mang't 1.00%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.03

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