The Fund aims to produce long-term growth in both income and capital from a portfolio primarily of listed UK companies with the balance invested in other eligible quoted equity investments or corporate and sovereign debt. The Fund will aim to meet its objective by investing primarily in a concentrated portfolio of UK companies with the balance invested in international companies or debt instruments.
Latest Price | 0.00 | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | Launch Date | 06/02/2009 | |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B3DKQJ80 | Dividend | 0.00 |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 06/02/2009 |
---|---|
Fund Manager | n/a |
TER | 1.41 (31-Jan-2011) |
Minimum Investment | |
---|---|
Initial | 5000 |
Additional | 500 |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.20% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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