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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
Berkshire Wickham Ret Acc GBP View performance charts for the Berkshire Wickham Ret Acc GBP Global 1.99% 1.65% n/a 0.00% 0.00% n/a 110.28p n/a 18/01/2012 n/a n/a n/a 11.30% -19.99% Call us now
Berkshire Wickham Ret Acc USD View performance charts for the Berkshire Wickham Ret Acc USD Global 1.99% 1.65% n/a 0.00% 0.00% n/a 1.18p n/a 18/01/2012 n/a n/a n/a 12.64% -21.38% Call us now
Berkshire Wickham Ret Inc GBP View performance charts for the Berkshire Wickham Ret Inc GBP Global 1.99% 1.65% n/a 0.00% 0.00% n/a 110.28p n/a 18/01/2012 n/a n/a n/a 11.30% -19.99% Call us now
Berkshire Wickham Ret Inc USD View performance charts for the Berkshire Wickham Ret Inc USD Global 1.99% 1.65% n/a 0.00% 0.00% n/a 1.18p n/a 18/01/2012 n/a n/a n/a 12.64% -21.38% Call us now
Compass Balanced View performance charts for the Compass Balanced Mixed Investment 40%-85% Shares 2.47% 1.50% 5.57% 0.00% 0.00% 5.57% 116.78p 0.04% 26/01/2012 n/a n/a 9.71% 11.83% -9.04% Call us now
Liberation Absolute Growth Acc View performance charts for the Liberation Absolute Growth Acc Mixed Investment 20%-60% Shares 2.17% 1.55% 5.27% 0.00% 0.00% 5.27% 97.04p 0.09% 26/01/2012 n/a n/a 21.61% 6.63% 1.94% Call us now
Liberation Absolute Growth Inc View performance charts for the Liberation Absolute Growth Inc Mixed Investment 20%-60% Shares 2.17% 1.55% 5.27% 0.00% 0.00% 5.27% 95.88p 0.08% 26/01/2012 n/a n/a 21.48% 6.68% 2.03% Call us now
Liberation Absolute Growth Inst Acc View performance charts for the Liberation Absolute Growth Inst Acc Mixed Investment 20%-60% Shares 1.37% 0.75% n/a 0.00% 0.00% n/a 97.89p n/a 26/01/2012 n/a n/a n/a n/a 2.77% Call us now
Liberation Absolute Growth Inst Inc View performance charts for the Liberation Absolute Growth Inst Inc Mixed Investment 20%-60% Shares 1.37% 0.75% n/a 0.00% 0.00% n/a 95.88p 0.08% 26/01/2012 n/a n/a n/a n/a 2.47% Call us now
Liberation IV Acc View performance charts for the Liberation IV Acc Mixed Investment 20%-60% Shares 2.38% 1.65% 5.27% 0.00% 0.00% 5.27% 94.18p 2.80% 26/01/2012 n/a -24.07% 20.53% 7.12% -2.74% Call us now
Liberation IV Inc View performance charts for the Liberation IV Inc Mixed Investment 20%-60% Shares 2.38% 1.65% 5.27% 0.00% 0.00% 5.27% 82.55p 2.70% 26/01/2012 n/a -24.32% 20.36% 7.04% -2.70% Call us now
Liberation IV Inst Acc View performance charts for the Liberation IV Inst Acc Mixed Investment 20%-60% Shares 1.36% 0.63% n/a 0.00% 0.00% n/a 95.19p 2.04% 26/01/2012 n/a n/a n/a n/a -1.77% Call us now
Liberation IV Inst Inc View performance charts for the Liberation IV Inst Inc Mixed Investment 20%-60% Shares 1.36% 0.63% n/a 0.00% 0.00% n/a 82.55p 2.70% 26/01/2012 n/a n/a n/a n/a -5.07% Call us now
Liberation V Acc View performance charts for the Liberation V Acc Mixed Investment 40%-85% Shares 2.38% 1.65% 5.27% 0.00% 0.00% 5.27% 106.11p 1.55% 26/01/2012 -2.51% -30.86% 30.73% 9.98% -3.35% Call us now
Liberation V Inc View performance charts for the Liberation V Inc Mixed Investment 40%-85% Shares 2.38% 1.65% 5.27% 0.00% 0.00% 5.27% 98.88p 1.56% 26/01/2012 -2.67% -30.97% 31.25% 9.87% -3.34% Call us now
Liberation V Inst Acc View performance charts for the Liberation V Inst Acc Mixed Investment 40%-85% Shares 1.36% 0.63% n/a 0.00% 0.00% n/a 107.36p 2.19% 26/01/2012 n/a n/a n/a n/a -2.34% Call us now
Liberation V Inst Inc View performance charts for the Liberation V Inst Inc Mixed Investment 40%-85% Shares 1.36% 0.63% n/a 0.00% 0.00% n/a 99.02p 1.65% 26/01/2012 n/a n/a n/a n/a -4.78% Call us now
Liberation VI Acc View performance charts for the Liberation VI Acc Mixed Investment 40%-85% Shares 2.75% 1.65% 5.27% 0.00% 0.00% 5.27% 111.33p 0.11% 26/01/2012 -0.26% -22.88% 18.25% 16.22% -9.44% Call us now
Liberation VI Inc View performance charts for the Liberation VI Inc Mixed Investment 40%-85% Shares 2.75% 1.65% 5.27% 0.00% 0.00% 5.27% 107.04p 0.04% 26/01/2012 -0.25% -22.79% 18.40% 16.09% -9.42% Call us now
Liberation VI Inst Acc View performance charts for the Liberation VI Inst Acc Mixed Investment 40%-85% Shares 1.73% 0.63% n/a 0.00% 0.00% n/a 112.81p 1.36% 26/01/2012 n/a n/a n/a n/a -8.47% 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.

The value of investments and the income from them can go down as well as up. Past performance should not be regarded as a guide to the future. The investments described may not be suitable for all recipients and this content does not constitute personalised investment advice. Torquil Clark Ltd can take no responsibility for investment decisions you may take as a result of this website. Please read our full Important Investment Risk Information.

The Financial Services Authority does not regulate Taxation Advice, Enterprise Investment Schemes, Venture Capital Trusts and some forms of Individual Savings Accounts.

The information within this website is aimed at customers within the UK.

TQ Invest is a trading name of Torquil Clark Ltd. which is Authorised and Regulated by the Financial Services Authority. Registered in England No. 2446388. Registered Office: The Bailey, Skipton, North Yorkshire, BD23 1DN.