LF Gresham House UK Multi Cap Income Fund C Sterling AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.4 | 30.6 | -5.6 | 26.3 | -4.3 |
![]() | +/-Cat | 8.2 | 11.7 | 7.0 | 8.5 | -3.4 |
![]() | +/-B’mrk | 7.1 | 11.4 | 4.3 | 8.0 | -5.1 |
Category: UK Equity Income | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 25/05/2022 | GBX 153.31 | |
Day Change | -0.76% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00BYXVGS75 | |
Fund Size (Mil) 29/04/2022 | GBP 267.93 | |
Share Class Size (Mil) 18/05/2022 | GBP 70.06 | |
Max Initial Charge | 2.50% | |
Ongoing Charge 29/09/2021 | 0.84% |
Investment Objective: LF Gresham House UK Multi Cap Income Fund C Sterling Accumulation |
The investment objective of the fund is to deliver a return of income with a potential for capital growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ken Wotton 30/06/2017 | ||
Brendan Gulston 30/06/2017 | ||
Inception Date 30/06/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for LF Gresham House UK Multi Cap Income Fund C Sterling Accumulation | 28/02/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.94 |
![]() | ![]() | 3.80 |
![]() | ![]() | 3.51 |
![]() | ![]() | 3.47 |
![]() | ![]() | 3.47 |
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LF Gresham House UK Multi Cap Income Fund C Sterling Accumulation |