The objective of the Fund is to achieve an above average level of return.
Name | % Net Assets |
---|---|
AT&T INC 5.875% NTS 28/04/17 GBP50000 | 4.4% |
UNITED BUSINESS MEDIA LTD 6.5% BDS 23/11/16 GBP500 | 3.9% |
TREASURY 4.25% GILT 07/03/2036 GBP0.01 | 2.5% |
CADBURY SCHWEPPES FINANCE 7.25% NTS 18/07/18 GBP50 | 2.5% |
PFIZER INC 6.5% BDS 03/06/38 GBP50000 | 2.5% |
SAFEWAY 6% NOTES 10/1/2017 GBP(VAR) | 2.4% |
MARKS & SPENCER 6.125% MTN 02/12/19 GBP50000 | 2.3% |
UNITED UTILITIES WATER 5.75% NTS 25/03/22 GBP75000 | 2.3% |
ANGLIAN WATER SERVICE FINANCE 7.882% FLTG RTE UNWR | 2.2% |
NEXT 5.875% BDS 12/10/16 GBP50000 | 2.2% |
Key | % Net Assets |
---|---|
AT&T INC 5.875% NTS 28/04/17 GBP50000 | 4.4% |
UNITED BUSINESS MEDIA LTD 6.5% BDS 23/11/16 GBP500 | 3.9% |
TREASURY 4.25% GILT 07/03/2036 GBP0.01 | 2.5% |
CADBURY SCHWEPPES FINANCE 7.25% NTS 18/07/18 GBP50 | 2.5% |
Other | 86.7% |
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 | 21/05/2007 |
---|---|
Fund Manager | Lorenzo Gallenga / Gareth Isaac |
TER | 1.17 (30-Jun-2011) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research