The Fund ains to achieve market rates of income.
Name | % Net Assets |
---|---|
UK Treasury 4.75% 2038 | 5.3% |
UK Treasury Gilt 4.5% 2019 | 5.3% |
GE Capital 5.375% 2040 | 2.5% |
UK Treasury 5% 2025 | 2.3% |
European Investment Bank 4.625% 2054 | 1.7% |
Anheuser-busch 9.75% 2024 | 1.4% |
White City Property Finance 5.12% 2026 | 1.4% |
Verizon Wireless Capital 8.875% 2018 | 1.4% |
Reseau Ferre de France 5.25% 2035 | 1.4% |
RWE Finance 6.25% 2030 | 1.4% |
Key | % Net Assets |
---|---|
UK Treasury 4.75% 2038 | 5.3% |
UK Treasury Gilt 4.5% 2019 | 5.3% |
GE Capital 5.375% 2040 | 2.5% |
UK Treasury 5% 2025 | 2.3% |
Other | 84.6% |
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 | 24/04/2001 |
---|---|
Fund Manager | Marie-Anne Allier |
TER | 1.21 (28-Nov-2008) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 250 |
Savings | 50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.03 |
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