British Assets Trust PLC

At A Glance

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17 Apr 2014

YTD Return (Cumulative)
5 Year Return (Annualized)
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 Date--
Geographical Focus--
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 Charge--
Annual Max Charge--
Annual Min Charge--

Investment Strategy

Overall Lipper Leaders Ratings & Fund Profile »

Total Return
Consistent Return
Capital Preservation
Low Expense

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 »


Similar Funds & ETFs

There are no similar funds in this classification

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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