To provide a combination of income and long term capital growth by investing in a diversified portfolio of equity and fixed interest funds.
Latest Price | 0.00 | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | Launch Date | 03/03/2003 | |
Fund Size | n/a | Fund Manager | David Jane |
ISIN | GB0032540196 | Dividend | 0.19 |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 03/03/2003 |
---|---|
Fund Manager | David Jane |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.05 |
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