The Fund aims to provide a competitive level of income consistent with a high degree of security of capital.
Name | % Net Assets |
---|---|
Bank of Ireland | 8.2% |
Australia & New Zealand Banking Group | 4.3% |
F&C Enhanced Cash Fund | 4.2% |
Calyon | 4.0% |
HBOS | 2.9% |
ING | 2.7% |
Barclays | 2.7% |
Svenska Handelsbanken SA | 2.7% |
Dexia BIL | 2.7% |
ABN Amro | 2.6% |
Key | % Net Assets |
---|---|
Bank of Ireland | 8.2% |
Australia & New Zealand Banking Group | 4.3% |
F&C Enhanced Cash Fund | 4.2% |
Calyon | 4.0% |
Other | 79.3% |
Date | 29-Jun-2017 |
---|---|
NAV | 1,079.38p |
Currency | GBP |
Change | -0.070p |
% | -0.01% |
YTD change | 1,079.38p |
YTD % | n/a |
Fund Inception | 09/05/2002 |
---|---|
Fund Manager | Jason Kabel |
TER | 0.46 (31-Jan-2011) |
Minimum Investment | |
---|---|
Initial | £500000 |
Additional | £250,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.15% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 3.69 |
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