To give long term capital growth by investing in a select portfolio of mainly UK company shares.
The six months to the end of June have been a volatile period for UK equities. The best performing areas of the market, mining and oil & gas production, have benefited from strong commodity markets. This reflects the continued growth in demand from emerging economies such as China and India. In contrast, the credit crisis and gloomy economic outlook have left their mark on most sectors, with banking and property particularly affected by the lending squeeze and weakening housing market.
Latest Price | 2,370.00p | IMA Sector | UK All Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 12/08/1981 |
Fund Size | n/a | Fund Manager | Peter Cockburn |
ISIN | GB0031632341 | Dividend | 0.00p |
Date | 21-Jun-2024 |
---|---|
NAV | 2,370.00p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 60.00p |
YTD % | 2.60% |
Fund Inception | 12/08/1981 |
---|---|
Fund Manager | Peter Cockburn |
TER | 1.58 (31-Aug-2010) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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