To achieve a high income stream which increases over time by investing mainly in a range of UK equities and bonds
Latest Price | 681.00p | IMA Sector | UK Equity & Bond Income |
---|---|---|---|
Currency | British Pound | Launch Date | 19/11/1973 |
Fund Size | n/a | Fund Manager | Richard Hughes |
ISIN | GB0031107021 | Dividend | 6.55p |
Date | 22-Apr-2024 |
---|---|
NAV | 681.00p |
Currency | GBP |
Change | 9.97p |
% | 1.49% |
YTD change | 10.46p |
YTD % | 1.56% |
Fund Inception | 19/11/1973 |
---|---|
Fund Manager | Richard Hughes |
TER | 1.41 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.12 |
You are here: research