CF Sackville Balanced Portfolio

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0006584659

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

To provide medium to long term growth on a medium risk basis through a balance of capital appreciation and income from an actively managed and diversified portfolio of securities funds, securities companies and money market funds selected from markets worldwide encompassing a variety of economic sectors.

Fund Details

Latest Price 0.00 IMA Sector Mixed Investment 40-85% Shares
Currency Launch Date 31/10/1993
Fund Size n/a Fund Manager Calkin Pattinson / Company Limited
ISIN GB0006584659 Dividend 0.27
 

Price Info

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 Facts

Fund Inception 31/10/1993
Fund Manager Calkin Pattinson / Company Limited
TER 1.90

Fund Reports

Minimum Investment
Initial 1000
Additional n/a
Savings n/a
Charges
Initial 5.25%
Annual Mang't 0.95%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.02

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