To maximise returns by investing in a worldwide portfolio of equities and fixed interest securities. The Sub - Fund may also invest in derivative instruments, forward transactions and collective investment schemes.
Latest Price | 491.75p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 23/09/1998 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B01X0T63 | Dividend | 0.00p |
Date | 04-Apr-2025 |
---|---|
NAV | 491.75p |
Currency | GBP |
Change | -8.00p |
% | -1.60% |
YTD change | -11.94p |
YTD % | -2.37% |
Fund Inception | 23/09/1998 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 7.00% |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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