At A Glance
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CMI (Lux) UK Equity Index Tracking
Net Asset Value
15.58GBP
0.15
17 May 2013
YTD Return (Cumulative)
10.92%5 Year Return (Annualized)
5.22%Classification
Equity UKManager Benchmark
FTSE All-Share TRLipper Leader Profile (Overall)
N/A
The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Promoter | Clerical Medical |
|---|---|
| Portfolio Manager | Insight Investment Management (Global) Limited |
| Launch Date | 31 May 1990 |
| Geographical Focus | United Kingdom |
| Redemption Current | 0.00% |
| Redemption Max | -- |
| Redemption Min | -- |
Fees, Expenses, & Minimums
| Early Redemption Fee | -- |
|---|---|
| Initial Current | -- |
| Initial Max | 2.00% |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | 3,500.00 |
| Total Net Assets | 42.48 M GBP |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 0.50% |
| Annual Max Charge | -- |
| Annual Min Charge | -- |
Investment Strategy
The Sub-Fund aims to achieve long-term capital growth by investing in a diversified portfolio of equities or equity related securities listed on the FTSE All-Share index and wherever possible, in proportion to their weighting in that index.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 18677 | |
| Consistent Return | 18677 | |
| Capital Preservation | 19043 | |
| Low Expense | N/A | 13171 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
Similar Funds & ETFs
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YTD Return
25.1%
3Yr Return
20.5%
5Yr Return
8.3%
YTD Return
22.9%
3Yr Return
17.5%
5Yr Return
8.3%
YTD Return
21.7%
3Yr Return
24.0%
5Yr Return
14.7%
3 ETFs »
YTD Return
13.7%
3Yr Return
13.1%
5Yr Return
--
YTD Return
13.6%
3Yr Return
13.1%
5Yr Return
9.4%
YTD Return
13.6%
3Yr Return
13.0%
5Yr Return
--
Quick Fund Facts
This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
