To achieve above average returns over the longer term.
Latest Price | 254.80p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 26/03/1999 |
Fund Size | n/a | Fund Manager | Ken Wood |
ISIN | GB0006069255 | Dividend | 0.00p |
Date | 21-Nov-2024 |
---|---|
NAV | 254.80p |
Currency | GBP |
Change | 0.30p |
% | 0.12% |
YTD change | 12.10p |
YTD % | 4.99% |
Fund Inception | 26/03/1999 |
---|---|
Fund Manager | Ken Wood |
TER | - |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £25 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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