To provide an income level above that of the overall UK stock market (as measured by the FTSE All-Share Index).
Latest Price | 92.13p | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | British Pound | Launch Date | 28/04/1989 |
Fund Size | n/a | Fund Manager | Daniel Roberts |
ISIN | GB0004457197 | Dividend | 2.13p |
Date | 21-Nov-2024 |
---|---|
NAV | 92.13p |
Currency | GBP |
Change | 0.44p |
% | 0.48% |
YTD change | 2.31p |
YTD % | 2.57% |
Fund Inception | 28/04/1989 |
---|---|
Fund Manager | Daniel Roberts |
TER | 1.00 (15-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.12 |
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