TM CRUX UK Opportunities FUND A ACC

This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.99%
  • 3 Year sharpe0.32
  • 3 Year alpha-3.29
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • SectorUK All Companies
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to achieve capital growth. The Fund will seek to achieve returns that are 2% p.a. in excess of the FTSE All-Share Index over a rolling three year period, though there is no guarantee that it will do so.

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