To provide the potential for long term growth by investing in a concentrated portfolio of UK equities.
Latest Price | 101.10p | IMA Sector | UK All Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 01/11/2000 |
Fund Size | n/a | Fund Manager | Robert Churchlow |
ISIN | GB00B032BQ58 | Dividend | 0.00p |
Date | 30-Oct-2024 |
---|---|
NAV | 101.10p |
Currency | GBP |
Change | -1.10p |
% | -1.08% |
YTD change | 4.29p |
YTD % | 4.43% |
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 | 0.18 |
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