Stan Life Wealth Merlin
Latest (Mid) Price:
GBX 793.60
Day Change:
-1.92%
| Shares Class | Inc. |
|---|---|
| Yield | 1.91 |
| Total Expense Ratio | 1.22 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 8,190,000.00 | Launch Date | 20/05/1999 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 1.22 |
| ISIN | GB0006889678 | Min Topup (£) | 0.00 |
Fund Objective
To achieve capital growth over the long term from a portfolio that is predominantly invested in equities, across a wide range of industries and countries. The equity element is balanced by cash, bonds and exposure to alternative assets, such as hedge funds, to reduce the overall volatility of the portfolio.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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