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Lowesby Balanced Fund

LOWBALI:LN
136.10
GBp
As of 11/15/2017
Fund Type
OEIC
52Wk Range
122.50 - 137.40
1 Yr Return
13.32%
YTD Return
10.18%
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52Wk Range
122.50 - 137.40
1 Yr Return
12.22%
YTD Return
10.18%
Fund Type
OEIC
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 11/15/2017)
136.1
Total Assets (m GBP) (on 11/15/2017)
174.654
Inception Date
06/22/2011
Last Dividend (on 10/11/2017)
1.6865
Dividend Indicated Gross Yield
2.48%
Fund Managers
-
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.15%
Expense Ratio
0.87%
Profile
Lowesby Balanced is an open-end investment company incorporated in the United Kingdom. The Fund seeks to maximize the overall capital and income return. The Fund invests in units in collective investment schemes, deposits and warrants in some or all world markets including the U.K.
Address
Carvetian Capital Management Ltd
Stuart House
St. Johns Street
Peterborough
PE1 5DD
Phone
-
Website
-