MI Charles Stanley Equity B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.96%
  • 3 Year sharpe0.86
  • 3 Year alpha3.74
  • Distribution Typeincome
  • BenchmarkFTSE 350 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • 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.

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