To provide a combination of income and long-term capital growth.
Falling commodity prices caused mining to underperform, while previously underperforming sectors such as retailers and media saw gains. The fund underperformed the Lipper median in August. The fund remains underweight equities and bonds, and overweight cash.
We are reducing oil services which still trade at premium valuations in contrast to the oil exploration and production names.
Latest Price | 0.00 | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | Launch Date | 01/03/2007 | |
Fund Size | n/a | Fund Manager | Peter Shaw |
ISIN | GB00B1N9DT09 | 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 | 01/03/2007 |
---|---|
Fund Manager | Peter Shaw |
TER | - |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research