To achieve an above average level of total return (interest income and capital appreciation) through investing, directly or indirectly, in global investment grade bonds.
Name | % Net Assets |
---|---|
DONG A/S 7.75% 01-JUN-3010 (LX) | 5.2% |
DONG A/S 7.75% 01-JUN-3010 (LX) | 4.4% |
THAMES WATER UTILITIES CAYMAN FIN 5.75% MTN 13/09/ | 3.6% |
GLENCORE FINANCE EUROPE | 3.3% |
PROVIDENT FINANCIAL8% GTD BDS 23/10/19 GBP1000 | 3.3% |
CO-OPERATIVE BANK FLTG RT CALL STEP-UP SUB NTS 18/ | 3.0% |
JPMORGAN CHASE & CO | 2.9% |
AUTOROUTES PARIS EMTN 5% 12-JAN-2017 (LX) | 2.8% |
HANNOVER FINANCE INC 5.75% NTS 14/09/40 EUR50000 | 2.8% |
GECINA EMTN 4.25% 03-FEB-2016 (FP | 2.8% |
Key | % Net Assets |
---|---|
DONG A/S 7.75% 01-JUN-3010 (LX) | 5.2% |
DONG A/S 7.75% 01-JUN-3010 (LX) | 4.4% |
THAMES WATER UTILITIES CAYMAN FIN 5.75% MTN 13/09/ | 3.6% |
GLENCORE FINANCE EUROPE | 3.3% |
Other | 83.5% |
Date | 19-Jul-2019 |
---|---|
NAV | 232.20p |
Currency | GBP |
Change | -0.50p |
% | -0.21% |
YTD change | 232.20p |
YTD % | n/a |
Fund Inception | 16/04/1998 |
---|---|
Fund Manager | Brigitte Le Bris |
TER | 1.47 (30-Jun-2013) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.12 |
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