To provide capital growth and rising income over time.
Latest Price | 76.16p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 10/09/2001 |
Fund Size | n/a | Fund Manager | Michael Green / James Pike |
ISIN | GB0030802259 | Dividend | 0.00p |
Date | 09-Mar-2018 |
---|---|
NAV | 76.16p |
Currency | GBP |
Change | 0.11p |
% | 0.14% |
YTD change | 76.16p |
YTD % | n/a |
Fund Inception | 10/09/2001 |
---|---|
Fund Manager | Michael Green / James Pike |
TER | 2.09 (30-Nov-2011) |
Minimum Investment | |
---|---|
Initial | £250000 |
Additional | n/a |
Savings | £10000 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.35% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.05 |
You are here: research