Fund aim
The Growth Trust for Charities aims to provide long-term capital growth by investing mainly in UK equities. The Manager aims to outperform the FTSE All-Share Index on a total return basis after costs over rolling five year periods. Whilst increasing the capital value is the purpose of the fund, an income yield of about that of the FTSE All-Share Index is targeted.
| Fund facts |
| Launch date |
31 October 1997 |
| Distribution dates |
15 March, 15 June, 15 September and 15 December |
| Ex-distribution dates |
31 January, 30 April, 31 July, 31 October |
| Type of unit |
Distribution |
| Dealing |
Daily |
| Ethical Restrictions |
No tobacco |
| Initial fee |
Nil |