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 | 68.38p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 03/03/2003 |
Fund Size | n/a | Fund Manager | David Jane |
ISIN | GB0032540758 | Dividend | 0.00p |
Date | 13-Mar-2009 |
---|---|
NAV | 68.38p |
Currency | GBP |
Change | 0.37p |
% | 0.54% |
YTD change | 68.38p |
YTD % | n/a |
Fund Inception | 03/03/2003 |
---|---|
Fund Manager | David Jane |
TER | - |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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