Latitude Horizon Fund GBP IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.5 | 13.3 | -5.8 | 4.5 | 5.7 |
![]() | +/-Cat | -1.2 | 4.6 | 4.1 | -1.6 | 0.8 |
![]() | +/-B’mrk | -1.8 | 5.3 | 3.5 | -4.8 | -0.6 |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 13/08/2024 | GBP 1.38 | |
Day Change | 0.32% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | IE00BD37NY30 | |
Fund Size (Mil) 13/08/2024 | GBP 382.02 | |
Share Class Size (Mil) 13/08/2024 | GBP 21.51 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 1.22% |
Investment Objective: Latitude Horizon Fund GBP Inc |
The investment objective of the Fund is to achieve long term capital appreciation. The Fund will be actively managed and will seek to achieve its investment objective by investing principally in a portfolio of global equities and equity related securities, debt securities, derivatives and currencies, as further described below. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Freddie Lait 02/11/2016 | ||
Inception Date 02/11/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Latitude Horizon Fund GBP Inc | 30/06/2024 |
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