To achieve long term capital growth and income by creating a well diversified portfolio investing in a broad range of underlying assets. To enable the creation of a diversified portfolio the fund may invest in equities, bonds, government securities and collective investment schemes.
Latest Price | 171.06p | IMA Sector | Volatility Managed |
---|---|---|---|
Currency | British Pound | Launch Date | 04/05/2010 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B3P4L931 | Dividend | 0.60p |
Date | 14-Feb-2025 |
---|---|
NAV | 171.06p |
Currency | GBP |
Change | 0.28p |
% | 0.16% |
YTD change | 5.05p |
YTD % | 3.04% |
Fund Inception | 04/05/2010 |
---|---|
Fund Manager | n/a |
TER | 1.95 (15-Oct-2013) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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