This Fund aims to provide a balance of income and capital appreciation by applying active asset allocation techniques to passive investments.. There may be some risk to capital.
Latest Price | 141.11p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 28/03/2008 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B39L9J61 | Dividend | 0.51p |
Date | 21-Nov-2024 |
---|---|
NAV | 141.11p |
Currency | GBP |
Change | 0.15p |
% | 0.11% |
YTD change | 4.86p |
YTD % | 3.57% |
Fund Inception | 28/03/2008 |
---|---|
Fund Manager | n/a |
TER | 1.50 (31-May-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.40% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research