The following FinEx block(s) have not been resolved: AnnualUTBlock, RatingHeaderBlock, RatingDataBlock, MarketHoverHelp, DiscountHoverHelp, GearingHoverHelp, NAVPerformanceBlock, BreakdownBlock, GenericTable[id=ManagerTable], GenericTable[id=QuickStats], GenericTable[id=Purchase], AssetsBlock, AreasBlock, SectorsBlock, HoldingsBlock, TotalRow.
The following FinEx token(s) have not been resolved: Alpha, AlterBreakdownHeading, AlternateBreakdown, AnnualRebate, AreasClass, AssetsClass, Beta, Bid, BidToolTip, BreakdownHeading, BreakdownName, BreakdownType, CalHead1, CalHead2, CalHead3, CalHead4, ChargeName, ChartWithoutKeyURL, Currency, CurrencyName, DiscountCss, DiscountHead, DiscountPremium, FactDate, Fp12m, Fp12t24m, Fp1m, Fp24t36m, Fp36m, Fp36t48m, Fp3m, Fp60m, Fp6m, Fpt12m, FpYtd, From, FundManager, FundManagerName, FundName, FundNameInTable, FundObjective, FundObjective1, FundPriceMovementHead, FundSize, FundSizeHead, FundType, FundTypeCode, FundTypeHead, Gearing, GearingHead, HoldingsClass, HoldingTabHead, IndicativeAnnual, InformationRatio, Initial, InitialCharge, Isa, KeyColor, LaunchDate, LaunchDateHead, ManagerBiography, ManagerSince, MessageClass, Mid, Min, NAVFundName, NAVp12m, NAVp1m, NAVp36m, NAVp6m, NAVTypeCode, ObjectiveHead, Offer, OfferToolTip, PercentageChange, PersonCode, Q12m, Q12t24M, Q24t36M, Q36m, Q36t48M, Q3m, Q60m, Q6m, QEFp12t24m, QEFp24t36m, QEFp36t48m, QEFp48t60m, QEFpt12m, QEQ12t24M, QEQ24t36M, QEQ36t48M, QEQ48t60M, QEQt12M, QER12t24M, QER24t36M, QER36t48M, QER48t60M, QERelativeP12t24m, QERelativeP24t36m, QERelativeP36t48m, QERelativeP48t60m, QERelativePt12m, QERt12M, QESp12t24m, QESp24t36m, QESp36t48m, QESp48t60m, QESpt12m, Qt12M, QYtd, R12m, R12t24M, R24t36M, R36m, R36t48M, R3m, R60m, R6m, Region, RelativeP12m, RelativeP12t24m, RelativeP24t36m, RelativeP36m, RelativeP36t48m, RelativeP3m, RelativeP60m, RelativeP6m, RelativePt12m, RelativePYtd, RiskLevelName, RiskRating, Rsquared, Rt12M, RYtd, Sector, SectorName, SectorsClass, SectorTypeCode, Sharpe, Sp12m, Sp12t24m, Sp1m, Sp24t36m, Sp36m, Sp36t48m, Sp3m, Sp60m, Sp6m, SpanRange, Spt12m, SpYtd, StarRating, TerOfcHeading, TerOfcId, TerOfcValue, TextBelowChart, Title, Title1, Title2, Title3, To, Total, TrackingError, Type, UrlForLineChart, UrlForPieChart, Value, Value1, Value2, Value3, Visibility, Volatility, Weight, YearHigh, YearLow, Yield, Ytd.
III - FundFactsheet

tkn:ObjectiveHead;: tkn:FundObjective;

Annual Rebate Annual rebate on
£10,000 holding
tkn:TerOfcHeading;   Initial Charge /
Dealing Charge
tkn:AnnualRebate; tkn:IndicativeAnnual; tkn:TerOfcValue; tkn:Initial; / £10
  tkn:ChargeName;  Star Rating tkn:RiskLevelName;   12 Month Performance
tkn:InitialCharge; tkn:StarRating; tkn:RiskRating; tkn:YearHigh; tkn:YearLow;
Quick Stats Purchase info
Currency: tkn:Currency; Change on day tkn:PercentageChange; Sector tkn:SectorName; Min: tkn:Min;
Bid price: tkn:Bid; YTD return tkn:Ytd; tkn:FundSizeHead;(£m) tkn:FundSize; ISA: tkn:Isa;
Mid price: tkn:Mid; Yield tkn:Yield; tkn:FundTypeHead; tkn:FundType; tkn:DiscountHead; tkn:DiscountPremium;
Offer price tkn:Offer; Type tkn:Type; tkn:LaunchDateHead; tkn:LaunchDate; tkn:GearingHead; tkn:Gearing;
Performance - View all
Key Chart Instrument 1 mth 6 mths 1 yr 3 yrs
tkn:FundName; tkn:Fp1m; tkn:Fp6m; tkn:Fp12m; tkn:Fp36m;
tkn:SectorName; tkn:Sp1m; tkn:Sp6m; tkn:Sp12m; tkn:Sp36m;
tkn:NAVFundName; tkn:NAVp1m; tkn:NAVp6m; tkn:NAVp12m; tkn:NAVp36m;

tkn:BreakdownHeading; - as at tkn:FactDate;
tkn:AlterBreakdownHeading; - click here
tkn:BreakdownType; % of fund
tkn:BreakdownName; tkn:Weight;
tkn:Sector; tkn:Region;

Sector/Region weightings are currently unavailable



Fund Manager


Click here for Fund manager’s performance biography

Since: tkn:ManagerSince;


Alpha Manager
tkn:FundManager; is an FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Quick Stats
tkn:Title1; tkn:Value1; tkn:Title2; tkn:Value2; tkn:Title3; tkn:Value3;
Purchase & Other Information
tkn:Title; tkn:Value;
Performance Chart in (tkn:Currency;)


Past performance is not a guide to future performance. Fund performance data doesn’t take into account fees and expenses which are specific to individual plans. Details are available on request.

Cumulative Performance in tkn:Currency;
  3 mth 6 mth 1 yr 3 yr 5 yr
tkn:FundNameInTable; tkn:Fp3m; tkn:Fp6m; tkn:Fp12m; tkn:Fp36m; tkn:Fp60m;
Sector tkn:Sp3m; tkn:Sp6m; tkn:Sp12m; tkn:Sp36m; tkn:Sp60m;
Relative to sector tkn:RelativeP3m; tkn:RelativeP6m; tkn:RelativeP12m; tkn:RelativeP36m; tkn:RelativeP60m;
Rank within sector tkn:R3m; tkn:R6m; tkn:R12m; tkn:R36m; tkn:R60m;
Quartile tkn:Q3m; tkn:Q6m; tkn:Q12m; tkn:Q36m; tkn:Q60m;
Discrete Annual Performance to Last Quarter End in tkn:Currency;
  0-12m 12m-24m 24m-36m 36m-48m 48m-60m
tkn:FundNameInTable; tkn:QEFpt12m; tkn:QEFp12t24m; tkn:QEFp24t36m; tkn:QEFp36t48m; tkn:QEFp48t60m;
Sector tkn:QESpt12m; tkn:QESp12t24m; tkn:QESp24t36m; tkn:QESp36t48m; tkn:QESp48t60m;
Relative to sector tkn:QERelativePt12m; tkn:QERelativeP12t24m; tkn:QERelativeP24t36m; tkn:QERelativeP36t48m; tkn:QERelativeP48t60m;
Rank within sector tkn:QERt12M; tkn:QER12t24M; tkn:QER24t36M; tkn:QER36t48M; tkn:QER48t60M;
Quartile tkn:QEQt12M; tkn:QEQ12t24M; tkn:QEQ24t36M; tkn:QEQ36t48M; tkn:QEQ48t60M;
Performance by Calendar Year in tkn:Currency;
  YTD tkn:CalHead1; tkn:CalHead2; tkn:CalHead3; tkn:CalHead4;
tkn:FundNameInTable; tkn:FpYtd; tkn:Fpt12m; tkn:Fp12t24m; tkn:Fp24t36m; tkn:Fp36t48m;
Sector tkn:SpYtd; tkn:Spt12m; tkn:Sp12t24m; tkn:Sp24t36m; tkn:Sp36t48m;
Relative to sector tkn:RelativePYtd; tkn:RelativePt12m; tkn:RelativeP12t24m; tkn:RelativeP24t36m; tkn:RelativeP36t48m;
Rank within sector tkn:RYtd; tkn:Rt12M; tkn:R12t24M; tkn:R24t36M; tkn:R36t48M;
Quartile tkn:QYtd; tkn:Qt12M; tkn:Q12t24M; tkn:Q24t36M; tkn:Q36t48M;
12 month high tkn:YearHigh; (tkn:CurrencyName;) 12 month low tkn:YearLow; (tkn:CurrencyName;)
Risk Statistics
Volatility Alpha Beta Sharpe Tracking Error Information Ratio R2
tkn:FundNameInTable; tkn:Volatility; tkn:Alpha; tkn:Beta; tkn:Sharpe; tkn:TrackingError; tkn:InformationRatio; tkn:Rsquared;
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