To achieve a long term total return by investing primarily in collective investment schemes that invest into a range of asset classes that include fixed interest, UK and international equities and in collective investment schemes that invest in securities in entities whose principal interests are property, infrastructure or commodities.
Name | % Net Assets |
---|---|
M&G STRATEGIC CORPORATE BOND | 8.4% |
FIDELITY STERLING BOND | 8.1% |
INVESTEC STERLING BOND | 8.0% |
SCHRODER CORPORATE BOND | 7.8% |
JUPITER CORPORATE BOND | 7.3% |
GARTMORE CORPORATE BOND | 4.9% |
M&G RECOVERY | 4.9% |
SCHRODER INCOME MAXIMISER | 4.8% |
NEPTUNE INCOME | 4.5% |
THREADNEEDLE UK GROWTH & INCOME | 4.4% |
Key | % Net Assets |
---|---|
M&G STRATEGIC CORPORATE BOND | 8.4% |
FIDELITY STERLING BOND | 8.1% |
INVESTEC STERLING BOND | 8.0% |
SCHRODER CORPORATE BOND | 7.8% |
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 | 11/08/2008 |
---|---|
Fund Manager | n/a |
TER | 2.40 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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