Charity Investment Report

  • Risk & Return
  • Total Return
  • Yield
  • Fund
  • Returns Summary
  • Asset Mix & Fund Size
  • Risk & Return
  • Historical Yield
  • Dealing & Dividends
  • Pricing & Charges
  • Fund
  • Manager
  • Type
  • Last Quarter
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • Last 12 Months
  • YTD
  • Last 3 Years
  • Last 5 Years
  • Last 10 Years
  • Share Class
  • Fund Size £m
  • Cash %
  • Bonds %
  • Equity UK %
  • Equity Int %
  • Property %
  • Other %
  • Total %
  • Return % p.a.
  • Absolute Risk %
  • Sharpe Ratio
  • Last 12 Months %
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • Launch
  • Min Initial (£)
  • Min Additional (£)
  • Dealing Days
  • Share Class
  • Dividend Payment
  • Bid Price
  • Offer Price
  • Initial Charge
  • AMC
  • OCF
  • Charge Income PA
  • Charge Capital PA