Scottish Friendly Managed Growth AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.6 | 13.4 | -2.7 | 8.0 | 8.0 |
![]() | +/-Cat | 4.4 | 2.2 | 7.4 | -0.4 | 1.5 |
![]() | +/-B’mrk | 5.1 | 1.1 | 4.6 | -2.7 | -0.4 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBX 390.40 | |
Day Change | 1.30% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0006929029 | |
Fund Size (Mil) 03/04/2009 | GBP 40.27 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | 4.00% | |
Ongoing Charge 31/03/2021 | 1.42% |
Investment Objective: Scottish Friendly Managed Growth Acc |
The aim of the Scottish Friendly OEIC funds is to achieve medium to long-term capital growth. The investment policy of the Scottish Friendly Managed Growth Fund is to invest in equities and fixed interest securities both in the UK and other international stockmarkets. Fixed interest securities may comprise government securities such as gilts or corporate bonds and these may be denominated in sterling and other foreign currencies. The use of derivatives, stock lending or borrowing may also take place when deemed appropriate to achieve the objective of the fund. This should be viewed as an investment with the potential to offer good returns over the medium term; that is, 5 to 10 years or longer. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Colin McLean 01/06/2004 | ||
Inception Date 25/05/1999 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Scottish Friendly Managed Growth Acc | 31/07/2024 |
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