To provide a steadily increasing income stream by investing mainly in a range of UK equities.
Latest Price | 899.53p | IMA Sector | UK Equity Income |
---|---|---|---|
Currency | British Pound | Launch Date | 23/04/1964 |
Fund Size | n/a | Fund Manager | Richard Hughes |
ISIN | GB0031286197 | Dividend | 0.00p |
Date | 01-Apr-2025 |
---|---|
NAV | 899.53p |
Currency | GBP |
Change | 10.42p |
% | 1.17% |
YTD change | 48.13p |
YTD % | 5.65% |
Fund Inception | 23/04/1964 |
---|---|
Fund Manager | Richard Hughes |
TER | 1.66 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.11 |
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