The Fund aims to generate a combination of long-term capital growth and income.
Name | % Net Assets |
---|---|
UK 4.75% 071238 | 5.4% |
KFW 6% 07/12/28 | 5.2% |
UK Govt 4.25% 2055 | 4.3% |
EIB 5.625% 32 | 3.0% |
BNG 5.2% 07/12/06 | 2.8% |
EIB 6% 28 | 2.6% |
LCR Finance 4.5% 28 | 1.7% |
Haven Fund 8.125% 37 | 1.6% |
E.on Intl 5.875% 37 | 1.5% |
Integ Accom 6.48% 29 | 1.5% |
Key | % Net Assets |
---|---|
UK 4.75% 071238 | 5.4% |
KFW 6% 07/12/28 | 5.2% |
UK Govt 4.25% 2055 | 4.3% |
EIB 5.625% 32 | 3.0% |
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 | 07/12/1999 |
---|---|
Fund Manager | Rebecca Seabrook |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.01 |
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