TM CRUX UK Opportunities FUND A ACC

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.54%
  • 3 Year sharpe-0.21
  • 3 Year alpha-2.15
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • IA SectorUK All Companies
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00BXRTP059

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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