Family Balanced International

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0003323051

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

To seek long term capital growth.

View on Past Performance

In the six months covered by this review, Sep 2003 to Feb 2004, the offer price of the Family Balanced Trust units rose by 5.75%.

Fund Details

Latest Price 0.00 IMA Sector Mixed Investment 40-85% Shares
Currency Launch Date 18/03/1994
Fund Size n/a Fund Manager Gregor Logan
ISIN GB0003323051 Dividend 0.00
 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 18/03/1994
Fund Manager Gregor Logan
TER -
Minimum Investment
Initial 500
Additional n/a
Savings 50
Charges
Initial 5.00%
Annual Mang't 1.00%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.07

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