The Fund's primary objective is long-term capital appreciation by investing primarily in US equity and related debt securities. Income generation is a secondary consideration.
Latest Price | 294.93p | IMA Sector | North America |
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Currency | British Pound | Launch Date | 08/09/2003 |
Fund Size | n/a | Fund Manager | Peter Langerman / Debbie Turner |
ISIN | GB0033305110 | Dividend | 0.00p |
Date | 31-Jan-2020 |
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NAV | 294.93p |
Currency | GBP |
Change | 2.93p |
% | 0.97% |
YTD change | 294.93p |
YTD % | n/a |
Fund Inception | 08/09/2003 |
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Fund Manager | Peter Langerman / Debbie Turner |
TER | 1.75 (31-Jul-2012) |
Minimum Investment | |
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Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
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Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
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Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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