To provide a combination of capital growth with an attractive level on income.
Latest Price | 165.30p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 17/01/2003 |
Fund Size | n/a | Fund Manager | Michael Clarkson |
ISIN | GB0032503962 | Dividend | 0.30p |
Date | 14-Feb-2025 |
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NAV | 165.30p |
Currency | GBP |
Change | 0.38p |
% | 0.23% |
YTD change | 3.87p |
YTD % | 2.40% |
Fund Inception | 17/01/2003 |
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Fund Manager | Michael Clarkson |
TER | 2.31 (31-Mar-2014) |
Minimum Investment | |
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Initial | £500 |
Additional | n/a |
Savings | £40 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.10 |
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