3i Group PLC

At A Glance

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Mid

3.67GBP

 -0.68

15 Apr 2014

YTD Return (Cumulative)
 3.32%
5 Year Return (Annualized)
 21.76%
Classification
Equity Global
Manager Benchmark
FTSE All-Share TR
Lipper Leader Profile (Overall)
 
 
 
 

Growth of 10,000GBP since April, 2004 »

 3i Group PLC

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 Promoter3i Asset Management
Portfolio Manager3i Investments Plc
Launch Date22 Aug 1994
Geographical FocusGlobal
Redemption Current--
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current--
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets3,860.52  M GBP
Total Net Assets Date31 Mar 2014
Annual Current Charge--
Annual Max Charge1.50%
Annual Min Charge1.25%

Investment Strategy

To achieve long-term capital and dividend growth, by focusing on buyouts, growth capital, venture capital, infrastructure and quoted private equity investments across Europe, Asia and the US.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
21535
Consistent Return
 
21535
Capital Preservation
 
21951
Low Expense
 
17544

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.com

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3 ETFs »

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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