Scottish Friendly Managed Growth

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0006929029

Fund Type:

OEIC

429.70p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 16-Jun-2025
  • Change: 3.20p
  • Change %: 0.75%
  • Currency: GBP
  • YTD change: 14.80p
  • YTD %: 3.57%

Fund Objective

The objective of the fund is to achieve medium to long term capital growth

Fund Details

Latest Price 429.70p IMA Sector Mixed Investment 40-85% Shares
Currency British Pound Launch Date 31/05/1999
Fund Size n/a Fund Manager Colin McLean
ISIN GB0006929029 Dividend 0.00p

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Price Info

Date 16-Jun-2025
NAV 429.70p
Currency GBP
Change 3.20p
% 0.75%
YTD change 14.80p
YTD % 3.57%

Fund Facts

Fund Inception 31/05/1999
Fund Manager Colin McLean
TER 1.58

Fund Reports

Minimum Investment
Initial £500
Additional n/a
Savings £30
Charges
Initial 4.00%
Annual Mang't 1.00%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.08

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