The Scheme will aim to achieve long-term growth of investors' capital and income risk.
Latest Price | 11.54p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 04/11/2002 |
Fund Size | £6.21m | Fund Manager | |
ISIN | GB0032395336 | Dividend | 2.04p |
Date | 21-Nov-2024 |
---|---|
NAV | 11.54p |
Currency | GBP |
Change | 162.30p |
% | n/a |
YTD change | 9.85p |
YTD % | 6.46% |
Fund Inception | 04/11/2002 |
---|---|
Fund Manager | n/a |
TER | 1.59 (01-Feb-2009) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £500 |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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