CF Midas Balanced Growth Fund Accumulation
At a glance
| Initial charge | 5.00% ‡ |
|---|---|
| Initial saving | 5.00% |
| Annual charge | 1.40% |
| Annual saving | 0.150% ² |
| Total Expense Ratio | 1.58% |
| Launch date | 08-04-2002 |
| Launch price | £1.00 |
| Sector | Balanced Managed |
| Fund size | £118 million |
| Number of holdings | N/a |
| Fund type | OEIC |
| Type of units | Accumulation |
Ways to Invest
Find out how to invest in this fundHL Research - Our view on this Fund
This fund adopts a distinct ‘value’ style which basically means the managers scour the market for undervalued companies. For example, they have recently built a small exposure to property. While property has been under pressure, the managers are finding pockets of value in some areas. This investment style has been out of favour, but we could be at a turning point where the market recognises the benefits of this type of approach once again.
Full research
About the Fund Manager
Simon Edwards
Located in: Liverpool
Simon (44) was Chief Investment Manager of MPF 1995-2002. Over this time he built up the team and was closely involved in the selection of specialist third party funds, property and venture capital investment as well as overall equity market investment. Between 1992-1995 he was a Director at Credit Suisse First Boston, based in London. He is a non-executive Director of Standard Life European Equity Plc, London & Scottish Bank Plc and Chairman of Parkhaven Trust.
Income details
| Running yield | N/a |
|---|---|
| Income paid | N/a |
| Type of payment | No income |
All yields are variable and not guaranteed. There is currently no yield information available for this fund.
Distribution dates
Distribution dates are currently unavailable.
Top 10 holdings
Top 10 holdings currently unavailable.
Top 10 sectors
Top 10 sectors currently unavailable.
Top 10 countries
Top 10 countries currently unavailable.
‡ A 0.25% dilution levy applies to all purchases and sales
² Annual saving is not available in the SIPP.
³ If you elect to receive the income from a Vantage ISA, Fund or Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.
Last valuation as at 03-12-2008. Data accurate as at [No Data].
