Funds managed by: George Luckraft

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Showing results 1 to 12 of 12


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
AXA Framlington Equity Income 1 View performance charts for the AXA Framlington Equity Income 1 UK Equity Income n/a n/a n/a 0.00% 0.00% n/a 96.11p 93.70p 4.81% 26/01/2012 n/a n/a n/a n/a n/a Call us now
AXA Framlington Equity Income 2 View performance charts for the AXA Framlington Equity Income 2 UK Equity Income n/a n/a n/a 0.00% 0.00% n/a 98.27p 95.87p 4.69% 26/01/2012 n/a n/a n/a n/a n/a Call us now
AXA Framlington Equity Income Fund Acc View performance charts for the AXA Framlington Equity Income Fund Acc UK Equity Income 1.60% 1.50% 5.25% 5.25% 5.25% 0.00% £560.70 1314.00p 1235.00p 3.94% 26/01/2012 -9.13% -44.98% 32.87% 17.18% -8.33%
AXA Framlington Equity Income Fund Inc View performance charts for the AXA Framlington Equity Income Fund Inc UK Equity Income 1.59% 1.50% 5.25% 5.25% 5.25% 0.00% £560.70 468.60p 440.50p 4.06% 26/01/2012 -9.01% -44.91% 33.10% 17.34% -8.41%
AXA Framlington Managed Income 7 View performance charts for the AXA Framlington Managed Income 7 Sterling Strategic Bond n/a n/a n/a 0.00% 0.00% n/a 99.44p 93.47p 8.23% 26/01/2012 n/a n/a n/a n/a n/a Call us now
AXA Framlington Managed Income 8 View performance charts for the AXA Framlington Managed Income 8 Sterling Strategic Bond n/a n/a n/a 0.00% 0.00% n/a 103.20p 96.93p 7.91% 26/01/2012 n/a n/a n/a n/a n/a Call us now
AXA Framlington Managed Income Fund Acc View performance charts for the AXA Framlington Managed Income Fund Acc Sterling Strategic Bond 1.12% 1.00% 5.25% 4.30% 4.30% 0.95% £459.24 646.30p 607.60p 6.32% 26/01/2012 -3.31% -32.76% 30.21% 16.00% -2.49%
AXA Framlington Managed Income Fund Inc View performance charts for the AXA Framlington Managed Income Fund Inc Sterling Strategic Bond 1.12% 1.00% 5.25% 4.30% 4.30% 0.95% £459.24 125.30p 117.80p 6.59% 26/01/2012 -3.36% -32.47% 29.94% 16.33% -2.26%
AXA Framlington Monthly Income Fund Acc View performance charts for the AXA Framlington Monthly Income Fund Acc UK Equity Income 1.60% 1.50% 5.25% 5.25% 5.25% 0.00% £560.70 340.40p 320.00p 4.80% 26/01/2012 -13.23% -44.87% 30.34% 16.29% -7.49%
AXA Framlington Monthly Income Fund Inc View performance charts for the AXA Framlington Monthly Income Fund Inc UK Equity Income 1.61% 1.50% 5.25% 5.25% 5.25% 0.00% £560.70 185.90p 174.80p 4.93% 26/01/2012 -13.21% -44.80% 30.62% 16.40% -7.42%
SJP Allshare Income Acc View performance charts for the SJP Allshare Income Acc UK Equity Income 1.85% 1.75% 5.00% 0.00% 0.00% 5.00% 93.98p 89.29p 4.30% 26/01/2012 n/a -36.84% 32.81% 18.78% -5.55% Call us now
SJP Allshare Income Inc View performance charts for the SJP Allshare Income Inc UK Equity Income 1.85% 1.75% 5.00% 0.00% 0.00% 5.00% 78.69p 74.76p 4.30% 26/01/2012 n/a -39.56% 31.23% 18.80% -5.42% Call us now

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.