Ignis Balanced Growth Inc

IMA Sector:

UK All Companies

ISIN:

GB0003300976

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

Holdings Breakdown

Holding Chart
Key % Net Assets
BP 7.8%
ROYAL DUTCH SHELL 7.7%
GLAXOSMITHKLINE 5.8%
VODAFONE 5.7%
Other 73%

Top 10 Holdings

Name % Net Assets
BP 7.8%
ROYAL DUTCH SHELL 7.7%
GLAXOSMITHKLINE 5.8%
VODAFONE 5.7%
HSBC 5.6%
ASTRAZENECA 5.2%
BHP BILLITON 3.6%
BRITISH AMERICAN TOBACCO 3.0%
BG GROUP 2.8%
ANGLO AMERICAN 2.4%

Asset Allocation

Asset Allocation Chart
Key % Net Assets
Oil & Gas19.90%
Financials16.40%
Industrial11.40%
Health Care11.00%
Consumer Goods9.70%
 

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 25/01/1984
Fund Manager Gary McAleese
TER -

Fund Reports

Minimum Investment
Initial 500
Additional 250
Savings 50
Charges
Initial 5.25%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.06

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