Personal Assets Trust
Personal Assets Trust is an investment trust with the ability to invest globally. Its investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term.
Investment objective
FUND FACTS | |
---|---|
Fund Name | Personal Asset Trust |
Fund Manager(s) | Sebastian Lyon |
Launch Date | 22 Jul 1983 |
Offer Closes | Closed |
Product Type | Investment Trust |
Available as an ISA | Yes |
Distribution Frequency | |
XD Dates | |
Pricing Frequency | Daily |
Fund Size | £1,735.78m |
Share Class | |
Available through FundsNetwork | FundsNetwork Only |
Fund Charges | |
Initial charge: | *Please note Investment Trusts have additional charges |
Fund Manager Ongoing Charge: | 0.73% |
Total Service Fee p.a. | 0.43% |
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