To provide a total return from both capital growth and income.
Name | % Net Assets |
---|---|
TREASURY 4.75% STK 2020 | 5.2% |
TREASURY 5% STK 2014 | 4.7% |
TREASURY 4.25% TREASURY GILT 7/12/46 | 4.1% |
TREASURY 4% STK 7/3/09 | 3.9% |
TREASURY 4.75% LN STK 07/12/38 | 3.5% |
TREASURY 4 1/4% STK 2032 | 3.0% |
TREASURY 4.25% STK 7/12/2027 | 2.2% |
TREASURY 8 3/4% STK 2017 | 2.1% |
BK OF SCTLND PLC 4.625% GTD NTS 04/11/11 | 1.6% |
UK (GOVT OF) 0% 2022 | 1.4% |
Key | % Net Assets |
---|---|
TREASURY 4.75% STK 2020 | 5.2% |
TREASURY 5% STK 2014 | 4.7% |
TREASURY 4.25% TREASURY GILT 7/12/46 | 4.1% |
TREASURY 4% STK 7/3/09 | 3.9% |
Other | 82.1% |
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 | 01/03/2004 |
---|---|
Fund Manager | Baillie Gifford |
TER | 1.46 (31-May-2005) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.40% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.03 |
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