The sole aim of the Fund is long-term capital growth. The Fund is a global equity fund which invests wholly or mainly in companies operating in basic industries ('primary' and 'secondary' industries) and also in companies that service these industries. The Fund may also invest in other global equities.
Latest Price | 2,403.90p | IMA Sector | Global |
---|---|---|---|
Currency | British Pound | Launch Date | 17/11/2000 |
Fund Size | n/a | Fund Manager | Graham French |
ISIN | GB0030932452 | Dividend | 0.00p |
Date | 08-Nov-2024 |
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NAV | 2,403.90p |
Currency | GBP |
Change | -18.05p |
% | -0.75% |
YTD change | 123.31p |
YTD % | 5.41% |
Fund Inception | 17/11/2000 |
---|---|
Fund Manager | Graham French |
TER | 1.67 (28-Feb-2014) |
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 | 0.07 |
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