The Fund focuses on investing in an international portfolio of interest bearing securities including those issued or backed by the UK Government.
Name | % Net Assets |
---|---|
DE 5% 040712 | 18.2% |
US 4.5% 15/05/17 | 14.6% |
DE 2.5% 81010 | 12.7% |
FR 4.25% 250419 OAT | 12.3% |
UK Treasury 4.75% 2020 | 10.3% |
US 7.5% 15/11/2016 | 8.6% |
DE 4% 040137 | 6.4% |
US 6.5% 15022010 | 4.4% |
CA 4% 010617 | 2.8% |
DE 3.75% 040117 | 1.6% |
Key | % Net Assets |
---|---|
DE 5% 040712 | 18.2% |
US 4.5% 15/05/17 | 14.6% |
DE 2.5% 81010 | 12.7% |
FR 4.25% 250419 OAT | 12.3% |
Other | 42.2% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 27/12/1981 |
---|---|
Fund Manager | Paul Grice |
TER | 0.56 (31-Aug-2011) |
Minimum Investment | |
---|---|
Initial | 500000 |
Additional | 25,000 |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.40% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.11 |
You are here: research