The principal objective of the Company is to achieve a positive total annual portfolio return of at least twice the Bank of England base rate (4.5 per cent as at 31st October 2005)
Name | % Net Assets |
---|---|
UK Treasury 4% 2009 | 8.4% |
UK Treasury 4% 2009 | 8.2% |
Swiss Govt 4% 2028 | 8.0% |
Austria 3% 2009 | 7.7% |
UK Treasury 5% 2008 | 7.5% |
Swiss Govt 4% 2049 | 6.3% |
BT Group | 4.5% |
UK Treasury 5.75% 2009 | 4.1% |
UK Treasury 4.75% 2010 | 3.5% |
Japan Tobacco | 3.0% |
Key | % Net Assets |
---|---|
UK Treasury 4% 2009 | 8.4% |
UK Treasury 4% 2009 | 8.2% |
Swiss Govt 4% 2028 | 8.0% |
Austria 3% 2009 | 7.7% |
Other | 67.7% |
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 | 08/07/2004 |
---|---|
Fund Manager | JONATHAN RUFFER / STEVE RUSSELL |
TER | - |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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