Aims to achieve long term capital growth.
In the year ended 31 December 2004, the value of the Fund was down 0.2% compared with a 12.8%* increase for the average UK All Companies unit trust.
We will continue to maintain an overall growth-orientated approach by maintaining exposure to an assortment of potential gainers.
Latest Price | 47.97p | IMA Sector | Specialist |
---|---|---|---|
Currency | British Pound | Launch Date | 16/12/1997 |
Fund Size | n/a | Fund Manager | Jayesh Manek |
ISIN | GB0002295821 | Dividend | 0.00p |
Date | 22-Sep-2017 |
---|---|
Bid | 46.64p |
Offer | 49.30p |
Currency | GBP |
Change | -0.35p |
% | -0.71% |
YTD change | 47.97p |
YTD % | n/a |
Fund Inception | 16/12/1997 |
---|---|
Fund Manager | Jayesh Manek |
TER | 3.05 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £500 |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.01 |
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