The objective of the Fund is to achieve a balanced return between capital and income growth through investment in equities and fixed interest securities anywhere in the world and in any economic sector.
Latest Price | 0.00 | IMA Sector | IMA Unclassified |
---|---|---|---|
Currency | Launch Date | 26/09/2002 | |
Fund Size | 9.07m | Fund Manager | |
ISIN | GB0031992737 | Dividend | 0.00 |
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 | 26/09/2002 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 2.75% |
Annual Mang't | 0.68% |
Exit | 5.00% |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.00 |
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