To provide an income level above that of the overall UK stock market (as measured by the FTSE All-Share Index).
Latest Price | 158.06p | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | British Pound | Launch Date | 28/04/1989 |
Fund Size | n/a | Fund Manager | Daniel Roberts |
ISIN | GB0004460803 | Dividend | 1.82p |
Date | 01-Apr-2025 |
---|---|
NAV | 158.06p |
Currency | GBP |
Change | 1.42p |
% | 0.91% |
YTD change | 6.36p |
YTD % | 4.19% |
Fund Inception | 28/04/1989 |
---|---|
Fund Manager | Daniel Roberts |
TER | 0.81 (15-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £25000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.70% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.12 |
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