Family Investments Child Trust AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.6 | 16.7 | -6.2 | 8.9 | 5.0 | |
+/-Cat | -13.2 | -1.3 | 3.2 | -3.9 | -3.0 | |
+/-B’mrk | -14.8 | -2.9 | 1.5 | -6.4 | -4.1 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 25/04/2024 | GBX 530.10 | |
Day Change | -0.45% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | GB00B06HNY95 | |
Fund Size (Mil) 30/06/2015 | GBP 717.38 | |
Share Class Size (Mil) 25/04/2024 | GBP 915.12 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 01/02/2023 | 1.52% |
Investment Objective: Family Investments Child Trust Acc |
The fund seeks to achieve long-term capital growth, whilst maintaining some stability, by investing in a global managed portfolio of equities and fixed interest securities. The Manager may also move wholly into, or significantly increase holdings in equities, money market instruments, deposits and/or collective investment schemes. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gregor Logan 06/04/2005 | ||
Inception Date 06/04/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
15% FTSE AW Dv Europe Ex UK TR GBP , 15% FTSE AW Developed North America TR , 7.5% FTSE All World Developed Japan TR , 7.5% FTSE AW Dv AP Ex JPN TR GBP , 55% FTSE 350 Ex Investment Trust TR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Family Investments Child Trust Acc | - |
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Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
Family Investments Child Trust Acc |