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Personal Assets Trust

Personal Assets Trust is an investment trust with the ability to invest globally. Its investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term.

Investment objective

The Company has an objective of income generation and capital growth, while seeking to maintain lower levels of portfolio volatility than traditional equity portfolios.The Company will seek to achieve its investment objective through a multi-asset strategy, maintaining a high degree of flexibility with respect to asset class, geography and sector of the investments selected for the portfolio. The Company has no set maximum or minimum exposures to any asset class, geography and sector of investments and will seek to achieve an appropriate spread of risk by investing in a diversified global portfolio of securities and other assets.

 

FUND FACTS
Fund Name Personal Asset Trust
Fund Manager(s) Sebastian Lyon
Launch Date 22 Jul 1983
Offer Closes Closed
Product Type Investment Trust
Available as an ISA Yes
Distribution Frequency
XD Dates
Pricing Frequency Daily
Fund Size £1,735.78m
Share Class
Available through FundsNetwork FundsNetwork Only
Fund Charges
Initial charge: *Please note Investment Trusts have additional charges
Fund Manager Ongoing Charge: 0.73%
Total Service Fee p.a. 0.43%

Documents:

Personal Assets Trust - Key Features

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Personal Assets Trust - Fact Sheet

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Seymour Sinclair Platform Application Form

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Seymour Sinclair Investments Ltd
2 Blade Mews, London SW15 2NF

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Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

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