To provide the potential for long term growth by investing in a concentrated portfolio of UK equities.
Latest Price | 83.57p | IMA Sector | UK All Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 01/11/2000 |
Fund Size | n/a | Fund Manager | Robert Churchlow |
ISIN | GB00B032BP42 | Dividend | 0.21p |
Date | 10-Jun-2024 |
---|---|
NAV | 83.57p |
Currency | GBP |
Change | -0.70p |
% | -0.83% |
YTD change | 3.80p |
YTD % | 4.76% |
Fund Inception | 01/11/2000 |
---|---|
Fund Manager | Robert Churchlow |
TER | 1.68 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 3.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.17 |
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