To provide income together with long term capital growth.
Latest Price | 117.60p | IMA Sector | Mixed Investment 20-60% Shares |
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Currency | British Pound | Launch Date | 31/10/1995 |
Fund Size | £1459.58m | Fund Manager | David Hambidge/Ian Rees/Simon Evan-Cook/David Thornton |
ISIN | GB0031107575 | Dividend | 1.53p |
Date | 21-Nov-2024 |
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NAV | 117.60p |
Currency | GBP |
Change | -0.100p |
% | -0.08% |
YTD change | -0.40p |
YTD % | -0.34% |
Fund Inception | 31/10/1995 |
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Fund Manager | David Hambidge/Ian Rees/Simon Evan-Cook/David Thornton |
TER | 2.25 (28-Feb-2010) |
Minimum Investment | |
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Initial | £1000 |
Additional | £500 |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.11 |
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