TM CRUX UK Core Fund B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.54%
  • 3 Year sharpe-0.27
  • 3 Year alpha0.38
  • Distribution Typeaccumulation
  • BenchmarkIA UK All Companies Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • IA SectorUK All Companies
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B5839S67

Investment Strategy

The investment objective of the Fund is to achieve long-term growth, which should be seen as five years plus, through both capital appreciation and income generation. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not get back the original amount they invested. In seeking to achieve the Fund's objective, the portfolio will consist predominantly (75% or greater) of companies listed on a UK equities exchange which are incorporated or domiciled in the UK.

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