To provide an income level above that of the overall UK stock market (as measured by the FTSE All-Share Index).
Latest Price | 228.23p | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | British Pound | Launch Date | 28/04/1989 |
Fund Size | n/a | Fund Manager | Daniel Roberts |
ISIN | GB0004463476 | Dividend | 2.40p |
Date | 01-Apr-2025 |
---|---|
NAV | 228.23p |
Currency | GBP |
Change | 2.06p |
% | 0.91% |
YTD change | 9.60p |
YTD % | 4.39% |
Fund Inception | 28/04/1989 |
---|---|
Fund Manager | Daniel Roberts |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
You are here: research