CF Midas Balanced Income Inc
Fund overview
| Name | CF Midas Balanced Income Inc |
|---|---|
| GIF Sector | Asset Alloc GBP Neutral |
| Morningstar Rating |  |
| Fund Rating | Not rated |
| ISIN | gb0031467961 |
| Launch Date | 09/04/2002 |
| ISA Plan | No |
| Savings Plan | Yes |
| Name | Capita Financial Managers Ltd |
|---|---|
| Address | 15 St Botolph Street Beaufort House |
| City | London |
| Country | United Kingdom |
| Telephone | + 44 (0) 20 7556 8800 |
| Fax | +44 (0)207 556 8850 |
| Web Address | http://www.capitafinancial.co.uk/ |
| enquiries@capitafinancial.co.uk;alec.ridley@capitafinancial.co.u |
| Currency | UK Sterling (GBP) |
|---|---|
| Annual Management Charge | 1.4% |
| Minimum Initial Investment (GBP) | 3000 |
| Minimum Sub. Investment (GBP) | 0 |
| 1 Week Performance | -0.95% |
| 3 Year Total Return | 12.41% |
| 3 Year Volatility | 1.8% |
All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
| Sector | Asset Alloc GBP Neutral |
|---|---|
| Asset Sector | Asset Allocation |
| Specialist Sector | Asset Allocation Neutral |
| Geographical Focus | United Kingdom |
| Fund Size (Last Updated :30/04/2008) | 723.98 |
|---|---|
| Average in Sector (Asset Alloc GBP Neutral) | 232.63 |
| Largest in Sector | 2596.13 |
| Smallest in Sector | 0.96 |
| Total Sector Size | 17680.18 |
| Number of Funds in Sector | 80 |
Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.
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