At A Glance
You hold in 0 portfolios
Baronsmead VCT 5 PLC
Mid
0.60GBP
0.00
21 May 2013
YTD Return (Cumulative)
9.30%5 Year Return (Annualized)
1.23%Classification
UnclassifiedManager Benchmark
FTSE All-Share TRLipper Leader Profile (Overall)
N/A
N/A
N/A
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 | ISIS Investment |
|---|---|
| Portfolio Manager | ISIS EP LLP |
| Launch Date | 13 Mar 2006 |
| Geographical Focus | United Kingdom |
| Redemption Current | -- |
| Redemption Max | -- |
| Redemption Min | -- |
Fees, Expenses, & Minimums
| Early Redemption Fee | -- |
|---|---|
| Initial Current | -- |
| Initial Max | -- |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | -- |
| Total Net Assets | 30.09 M GBP |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 2.00% |
| Annual Max Charge | -- |
| Annual Min Charge | -- |
Investment Strategy
To invest primarily in a diverse portfolio of UK growth businesses, whether unquoted or traded on AIM. Investments are made selectively across a range of sectors in companies that have the potential to grow and enhance their value.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | N/A | |
| Consistent Return | N/A | |
| Capital Preservation | N/A | |
| Low Expense | N/A |
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
3 Funds »
YTD Return
170.9%
3Yr Return
48.1%
5Yr Return
21.6%
YTD Return
32.5%
3Yr Return
9.9%
5Yr Return
4.9%
3 ETFs »
YTD Return
25.8%
3Yr Return
12.3%
5Yr Return
2.8%
YTD Return
23.0%
3Yr Return
--
5Yr Return
--
YTD Return
20.0%
3Yr Return
5.4%
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
