To provide investors with a high level of income, primarily by investing in a diversified portfolio of UK fixed interest securities.
Global bond markets experienced mixed fortunes in March. UK gilts benefited from slightly weaker economic news in March, notably during the second half of the month. UK corporate bonds underperformed government bonds in March, reversing the trend of continued outperformance over recent months.
Latest Price | 79.84p | IMA Sector | Corporate Bond |
---|---|---|---|
Currency | British Pound | Launch Date | 01/03/1999 |
Fund Size | n/a | Fund Manager | Daniel Fox |
ISIN | GB0005590525 | Dividend | 1.24p |
Date | 25-Nov-2016 |
---|---|
NAV | 79.84p |
Currency | GBP |
Change | -0.050p |
% | -0.06% |
YTD change | 79.84p |
YTD % | n/a |
Fund Inception | 01/03/1999 |
---|---|
Fund Manager | Daniel Fox |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.05 |
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