To maximise long-term total return (the combination of income and capital growth) by investment in companies throughout the world.
Latest Price | 0.00 | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | Launch Date | 30/06/1995 | |
Fund Size | n/a | Fund Manager | Matthew Williams |
ISIN | GB0007798506 | Dividend | 0.00 |
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 Inception | 30/06/1995 |
---|---|
Fund Manager | Matthew Williams |
TER | 1.53 (31-Oct-2010) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | 250 |
Savings | 50 |
Charges | |
---|---|
Initial | 4.75% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.04 |
You are here: research