The Fund's primary objective is long-term capital appreciation by investing primarily in US equity and related debt securities. Income generation is a secondary consideration.
Latest Price | 340.90p | IMA Sector | North America |
---|---|---|---|
Currency | British Pound | Launch Date | 08/09/2003 |
Fund Size | n/a | Fund Manager | Peter Langerman / Debbie Turner |
ISIN | GB0033305334 | Dividend | 0.00p |
Date | 24-Jan-2020 |
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NAV | 340.90p |
Currency | GBP |
Change | 3.30p |
% | 0.97% |
YTD change | 340.90p |
YTD % | n/a |
Fund Inception | 08/09/2003 |
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Fund Manager | Peter Langerman / Debbie Turner |
TER | 1.05 (31-Jul-2012) |
Minimum Investment | |
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Initial | £3000000 |
Additional | £250 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.80% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.08 |
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