To produce income and capital appreciation over the medium to longer term.
Latest Price | 100.60p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 14/02/2006 |
Fund Size | n/a | Fund Manager | Jacqueline Kerr |
ISIN | GB00B0WS5Y05 | Dividend | 0.00p |
Date | 21-Nov-2024 |
---|---|
NAV | 100.60p |
Currency | GBP |
Change | -0.20p |
% | -0.20% |
YTD change | 4.65p |
YTD % | 4.85% |
Fund Inception | 14/02/2006 |
---|---|
Fund Manager | Jacqueline Kerr |
TER | 1.62 (31-Dec-2010) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research