To maximise total return while providing a significant level of income by investing in M&G's range of fixed interest collective investment schemes.
Name | % Net Assets |
---|---|
US Treasury | 31.9% |
Switzerland | 11.1% |
US Treasury | 6.3% |
Poland | 3.0% |
HSBC | 2.7% |
US Bancorp | 2.0% |
Tesco | 2.0% |
RaboBank | 1.8% |
GE Capital | 1.8% |
Deutsche Telekom | 1.6% |
Key | % Net Assets |
---|---|
US Treasury | 31.9% |
Switzerland | 11.1% |
US Treasury | 6.3% |
Poland | 3.0% |
Other | 47.7% |
Date | 23-Jun-2022 |
---|---|
NAV | 135.01p |
Currency | GBP |
Change | 1.21p |
% | 0.90% |
YTD change | 135.01p |
YTD % | n/a |
Fund Inception | 23/09/1999 |
---|---|
Fund Manager | Jim Leaviss |
TER | 1.41 (30-Oct-2013) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | -0.01 |
You are here: research