To maximise total return (the combination of income and growth of capital) while generating a higher level of income than that from European government bonds of similar maturities.
Name | % Net Assets |
---|---|
BAA | 1.9% |
Johnson & Johnson | 1.9% |
Imperial Tobacco | 1.8% |
BAT | 1.8% |
Altria | 1.4% |
SES Global | 1.4% |
AIG | 1.4% |
Parker Hannifin | 1.4% |
Bank of America | 1.3% |
Deutsche Telekom | 1.3% |
Key | % Net Assets |
---|---|
BAA | 1.9% |
Johnson & Johnson | 1.9% |
Imperial Tobacco | 1.8% |
BAT | 1.8% |
Other | 92.6% |
Date | 08-Jun-2023 |
---|---|
NAV | 100.38p |
Currency | GBP |
Change | 0.070p |
% | 0.07% |
YTD change | 100.38p |
YTD % | n/a |
Fund Inception | 13/01/2003 |
---|---|
Fund Manager | Stefan Isaacs |
TER | 1.16 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 3.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.00 |
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