The objective is to provide a combination of income and long-term growth.
Latest Price | 131.46p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 05/09/2003 |
Fund Size | £3.78m | Fund Manager | |
ISIN | GB0033322834 | Dividend | 14.71p |
Date | 10-Oct-2008 |
---|---|
Bid | 128.25p |
Offer | 134.67p |
Currency | GBP |
Change | -80.28p |
% | -37.91% |
YTD change | 131.46p |
YTD % | n/a |
Fund Inception | 05/09/2003 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.08 |
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