Carvetian The Lowesby Balanced

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 122.50 Day Change GBX -1.10 (-0.89%)
Price Date 7 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 2.01 %
Total Expense Ratio 0.47 Fund Size 157,426,200.00
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 (%) 0.47
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.