British Assets Trust PLC

At A Glance

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Mid

1.37GBP

 0.74

14 Apr 2014

YTD Return (Cumulative)
 -1.52%
5 Year Return (Annualized)
 16.46%
Classification
Equity Global Income
Manager Benchmark
Lipper Leader Profile (Overall)
 
 
 
 

Growth of 10,000GBP since April, 2004 »

 British Assets Trust 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 PromoterISIS Investment
Portfolio ManagerF&C Investment Business Limited
Launch Date05 Jan 1998
Geographical FocusGlobal
Redemption Current--
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current--
Initial Max--
Initial Min--
Regular Investments5,000.00
Irregular Investments25,000.00
Total Net Assets393.71  M GBP
Total Net Assets Date31 Mar 2014
Annual Current Charge0.40%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

To achieve a total return in excess of 80% FTSE All-Share and 20% FTSE World ex-UK index, by investing in a diversified international portfolio of equities and equity related securities and maintain a progressive dividend policy.

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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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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