To achieve a balance between income and capital growth.
Latest Price | 0.00 | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | Launch Date | 28/06/1999 | |
Fund Size | n/a | Fund Manager | Grahame Exton |
ISIN | GB0031735342 | Dividend | 2.37 |
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 | 28/06/1999 |
---|---|
Fund Manager | Grahame Exton |
TER | - |
Minimum Investment | |
---|---|
Initial | 250000 |
Additional | 25,000 |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.60% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.10 |
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