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 |
---|---|
ICAP GROUP HLDGS PLC 7.50% NTS 28/07/14 EUR50000 | 4.0% |
IMPERIAL TOBACCO FINANCE 4.5% GTD NTS 05/07/18 EUR100000 | 3.8% |
GERRESHEIMER GROUP 5% GTD 19/05/18 EUR1000 | 3.5% |
DAILY MAIL & GENERAL TRUST 5.75% BDS 7/12/18 GBP(VAR) | 3.4% |
TIME WARNER CABLE INC 5.75% NTS 02/06/31 GBP1000 | 3.2% |
SMFG PREFERRED CAPITAL LTD 10.231% NTS PERP GBP1000 `REGS` | 3.1% |
PROVIDENT FINANCIAL 8% GTD BDS 23/10/19 GBP1000 | 2.9% |
NEXT 5.375% BDS 26/10/21 GBP100000 | 2.8% |
SRLEV NV (EUR) 9% 25/04/2041 | 2.8% |
FUERSTENBERG CAPITAL FRN 30/06/15 USD1000 | 2.8% |
Key | % Net Assets |
---|---|
ICAP GROUP HLDGS PLC 7.50% NTS 28/07/14 EUR50000 | 4.0% |
IMPERIAL TOBACCO FINANCE 4.5% GTD NTS 05/07/18 EUR100000 | 3.8% |
GERRESHEIMER GROUP 5% GTD 19/05/18 EUR1000 | 3.5% |
DAILY MAIL & GENERAL TRUST 5.75% BDS 7/12/18 GBP(VAR) | 3.4% |
Other | 85.3% |
Date | 19-Jul-2019 |
---|---|
NAV | 380.83p |
Currency | GBP |
Change | -0.77p |
% | -0.20% |
YTD change | 380.83p |
YTD % | n/a |
Fund Inception | 16/04/1998 |
---|---|
Fund Manager | Brigitte Le Bris |
TER | 0.73 (30-Jun-2013) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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