Sector
Mixed Investment 40-85% Shares
Structure
Unit trust
Domicile
UK
Currency
GBP
Launched
25 Apr 2008
Benchmark
IA Sector: Mixed Investment 40-85% Shares
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| 1 year |
| +12.65% |
| — |
| +13.35% |
| — |
| 3 years | +35.84% | — | +35.51% | — |
| 5 years | +32.09% | — | +31.70% | — |
| Since launch | +158.20% | — | — | — |
| Annualised (a year) | ||||
| 3 years | +10.74% | — | +10.65% | — |
| 5 years | +5.72% | — | +5.66% | — |
| Since launch | +5.33% | — | — | — |
| 6 | Evenlode Income Fund | 4.30% |
| 7 | Wellington Global Stewards Fund | 3.50% |
| 8 | Legal & General Global Inflation Linked Bond Index Fund | 3.50% |
| 9 | WS Lightman European Fund | 3.00% |
| 10 | US 10Y Treasury Note Future | 3.00% |
| — |
| R Acc GBP | GB00B2Q4RX11 | B2Q4RX1 | Accumulation | — | — | 1.71% | £100 |
| R Inc GBP | GB00B2Q4RZ35 | — | — | — | — | — | — |