TM Crux UK Core Fund

Select share classes

TM CRUX UK Core Fund B Inc

Category UK Flex-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

187.39p

arrow-up1.42p (+0.76%)

Fund Code

WBUBI

B05MF83

GB00B05MF837

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The investment objective of the Fund is to provide capital growth, with income being of secondary importance, net of fees, over 5 year rolling periods. The Fund aims to achieve its objective by investing 75% or more of the Scheme Property in UK companies (which are defined as companies incorporated, domiciled or with a significant proportion of their business in the UK), in any or all economic sectors and which are listed on a UK recognised investment exchange (RIE). This allocation may fall below 75% during difficult markets.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerRichard Penny
210.2
167.42
Fund comparative indexIA UK All Companies
UK All Companies
-
0.86
0.34
0.00
UK Flex-Cap Equity
No
Fund providerCrux Asset Management Limited
Share class launch date28 Mar 2011
£34.92m
-
2.10
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.