CARVETIAN ELECTRIC & GENERAL A - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
CARVETIAN ELECTRIC & GENERAL A
Managed by a highly experienced team, this fund invests principally in large cap equities worldwide, taking a long term view and operating without benchmark constraints. Although the managers regard themselves as global stock pickers, they also place great importance upon taking a top down view and split the portfolio into economic themes they believe will be key going forward.
Standard Initial Charge
0.00% –
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
OEIC
|
| Launched |
August, 2011
|
| Size |
£92m
|
| Yield |
1.1%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
100.10p |
Fund Charges
|
Standard Initial charge
|
0.00%
|
|
Initial charge via Bestinvest
|
–
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
0.30%
|
|
Total expense ratio
|
0.30%
|
|
Reduction in yield (10yr)
|
0.30%
|