The objective is to provide a balance of capital growth and income.
Latest Price | 3,208.00p | IMA Sector | IMA Unclassified |
---|---|---|---|
Currency | British Pound | Launch Date | 22/09/2003 |
Fund Size | £8.91m | Fund Manager | |
ISIN | GB0033589226 | Dividend | 14.78p |
Date | 20-Nov-2024 |
---|---|
NAV | 3,208.00p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 291.00p |
YTD % | 9.98% |
Fund Inception | 22/09/2003 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | £100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 10.00% |
Annual Mang't | 0.95% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.07 |
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