PUTM Growth Acc
Latest (Mid) Price:
GBX 222.25
Day Change:
+0.30%
| Shares Class | Inc. |
|---|---|
| Yield | 1.56 |
| Total Expense Ratio | 0.16 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 1,786,000.00 | Launch Date | 16/04/1999 | Standard Initial Charge (%) | 5.25 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.15 |
| Sector | IMA UK Equity Income | Min Investment (£) | 50,000.00 | Total Expense Ratio (%) | 0.16 |
| ISIN | GB0005369920 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 0.1800 (on 18/02/2020) |
Fund Objective
To provide an above average return over the medium term using the IMA Balanced managed fund benchmark. The trust is a medium risk managed fund designed to provide medium risk investors with exposure to securities in a manner designed to balance risks associated with the volatile situations which can arise in financial markets. The Trust will primarily invest in a range of worldwide equities.
Fund Managers
Kenneth Wood
Kenneth is a Fund Manager within the UK Equity team specialising in banking and real estate sectors. He is responsible for managing Scottish Mutual Growth funds and has been with ANAM for over 13 years.
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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