Funds managed by: Gary Potter

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Showing results 1 to 20 of 21


Fund name Sector TER AMC Standard
Initial
Charge
Discount Discount Initial Charge
Via TQ Invest
Saving 1 Buy price Sell price Yield Valuation Date Year to 31/12/2007 Year to 31/12/2008 Year to 31/12/2009 Year to 31/12/2010 Year to 31/12/2011
F&C Lifestyle Balanced 1 Fund Acc View performance charts for the F&C Lifestyle Balanced 1 Fund Acc Unclassified 1.99% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 99.89p 0.90% 26/01/2012 n/a -22.19% 22.10% 13.54% -9.07%
F&C Lifestyle Balanced B View performance charts for the F&C Lifestyle Balanced B Unclassified 1.19% 0.60% 0.50% 0.00% 0.00% 0.50% 126.30p 2.40% 26/01/2012 n/a n/a n/a 14.40% -8.36% Call us now
F&C Lifestyle Cautious 1 Fund Acc View performance charts for the F&C Lifestyle Cautious 1 Fund Acc Unclassified 1.99% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 97.64p 0.90% 26/01/2012 n/a -19.73% 19.05% 12.19% -7.33%
F&C Lifestyle Cautious B View performance charts for the F&C Lifestyle Cautious B Unclassified 1.19% 0.60% 0.50% 0.00% 0.00% 0.50% 123.60p 2.30% 26/01/2012 n/a n/a n/a 13.16% -6.71% Call us now
F&C Lifestyle Defensive 1 Fund Acc View performance charts for the F&C Lifestyle Defensive 1 Fund Acc Unclassified 1.98% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 87.82p 1.30% 26/01/2012 n/a -21.72% 16.07% 10.73% -4.86%
F&C Lifestyle Defensive 1 Fund Inc View performance charts for the F&C Lifestyle Defensive 1 Fund Inc Unclassified 2.31% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 99.45p 2.60% 26/01/2012 n/a n/a 15.63% 10.47% -5.13%
F&C Lifestyle Defensive B Inc View performance charts for the F&C Lifestyle Defensive B Inc Unclassified 1.19% 0.60% 0.50% 0.00% 0.00% 0.50% 119.80p 2.60% 26/01/2012 n/a n/a n/a 11.40% -4.20% Call us now
F&C Lifestyle Growth 1 Fund Acc View performance charts for the F&C Lifestyle Growth 1 Fund Acc Unclassified 1.99% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 101.10p 0.30% 26/01/2012 n/a -22.99% 22.77% 15.05% -11.73%
F&C Lifestyle Growth B View performance charts for the F&C Lifestyle Growth B Unclassified 1.19% 0.60% 0.50% 0.00% 0.00% 0.50% 127.40p 1.90% 26/01/2012 n/a n/a n/a 16.08% -10.86% Call us now
Thames River Balanced Managed 4 Acc View performance charts for the Thames River Balanced Managed 4 Acc Mixed Investment 40%-85% Shares 0.82% 1.50% n/a 0.00% 0.00% n/a 98.24p 98.03p n/a 26/01/2012 n/a n/a n/a n/a -8.79% Call us now
Thames River Balanced Managed A Fund Acc View performance charts for the Thames River Balanced Managed A Fund Acc Mixed Investment 40%-85% Shares 2.56% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 101.80p 96.77p 1.50% 26/01/2012 n/a -18.07% 16.28% 11.31% -10.13%
Thames River Balanced Managed A Fund Inc View performance charts for the Thames River Balanced Managed A Fund Inc Mixed Investment 40%-85% Shares 2.67% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 98.23p 93.35p 1.49% 26/01/2012 n/a -18.63% 16.28% 11.31% -10.06%
Thames River Cautious Managed 4 Acc View performance charts for the Thames River Cautious Managed 4 Acc Mixed Investment 20%-60% Shares 0.77% n/a n/a 0.00% 0.00% n/a 100.40p 100.20p n/a 26/01/2012 n/a n/a n/a n/a -4.75% Call us now
Thames River Cautious Managed A Fund Acc View performance charts for the Thames River Cautious Managed A Fund Acc Mixed Investment 20%-60% Shares 2.38% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 112.60p 107.10p 2.17% 26/01/2012 n/a -9.28% 14.52% 8.84% -6.14%
Thames River Cautious Managed A Fund Inc View performance charts for the Thames River Cautious Managed A Fund Inc Mixed Investment 20%-60% Shares 2.50% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 104.60p 99.52p 2.15% 26/01/2012 n/a -10.16% 14.53% 8.93% -6.24%
Thames River Distribution 4 Inc View performance charts for the Thames River Distribution 4 Inc Mixed Investment 20%-60% Shares 0.74% n/a n/a 0.00% 0.00% n/a 96.01p 95.76p n/a 26/01/2012 n/a n/a n/a n/a -3.83% Call us now
Thames River Distribution A Fund Acc View performance charts for the Thames River Distribution A Fund Acc Mixed Investment 20%-60% Shares 2.33% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 115.50p 109.80p 5.88% 26/01/2012 n/a -13.85% 19.74% 10.96% -4.80%
Thames River Distribution A Fund Inc View performance charts for the Thames River Distribution A Fund Inc Mixed Investment 20%-60% Shares 2.53% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 92.97p 88.33p 5.73% 26/01/2012 n/a -13.83% 19.81% 10.80% -4.82%
Thames River Equity Managed 4 Acc View performance charts for the Thames River Equity Managed 4 Acc Flexible Investment 0.86% n/a n/a 0.00% 0.00% n/a 95.67p 95.49p n/a 26/01/2012 n/a n/a n/a n/a -12.01% Call us now
Thames River Equity Managed A Fund Acc View performance charts for the Thames River Equity Managed A Fund Acc Flexible Investment 2.65% 1.50% 5.00% 5.00% 5.00% 0.00% £534.00 100.40p 95.49p n/a 26/01/2012 n/a -19.21% 16.68% 13.54% -13.35%

Key

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  • Hero fund

1Discount and saving based on a typical ISA investment of £10,680.00 through the Cofunds platform.

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    Call us now

    This fund cannot be bought online though Cofunds. Please call the TQ Invest team for more information.

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    Income Funds

    Income funds are set up so that when income is earned the fund manager will pay that income out to the investor in the form of a cash payment. Alternatively, the investor can choose to buy more units with that income.

    Accumulation Funds

    Accumulation funds automatically reinvests all income earned back into the fund. This is usually reflected in an increase in the price of the fund.

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    Performance

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    Yield

    Yield is an indication of the amount of income generated by a fund's investments in relation to the price.

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    Alpha

    The alpha is a measure of the difference between a fund's actual return and its expected level of performance, given its level of risk (as measured by beta). A positive alpha indicates that a fund has performed better than expected based on its beta, whereas a negative alpha indicates poorer performance.

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    Beta

    The beta is a measure of a stock's price volatility in relation to the rest of the market. In other words, how does the stock's price move relative to the overall market.

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    Sharpe

    The Sharpe Ratio is a risk-adjusted measure used to determine reward per unit of risk. The higher the Sharpe ratio, the better the fund's historical risk-adjusted performance.