MI Charles Stanley Equity B Inc

Fund

Fund Info

  • Yield History2.49%
  • 3 Year sharpe0.59
  • 3 Year alpha-0.85
  • Distribution Typeincome
  • BenchmarkFTSE 350 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.07%
  • SectorUK All Companies
  • Manager GroupMaitland
  • DomicileUnited Kingdom
  • ISINGB00B93Q5805

Investment Strategy

The investment objective of the FP Matterley Equity Fund is to generate capital growth from a portfolio consisting predominantly of companies which form the FTSE 350 Index┬▒. There may be occasions when the investment manager chooses to hold collective investment schemes and a high level of bonds, government securities, cash and money market instruments.