Carvetian The Lowesby Balanced

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 133.40 Day Change GBX -0.20 (-0.15%)
Price Date 24 May 2017 Crown Rating 5
Shares Class Inc. Yield 1.84 %
Total Expense Ratio 0.56 Fund Size 171,200,500.00
Launch Date 22/06/2011 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.15 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.56
ISIN GB00B5QHB621 Min TopUp (£) 10,000.00

Fund Objective

To achieve long term capital growth, with income returns sought as a secondary objective, through investment in some or all sectors in some or all world markets including the UK.