The objective is to achieve a high level of total return by investing in a diversified portfolio consisting primarily of sub-investment grade bonds. Derivatives may be used from time to time in keeping with the Fund's objective with the intention of either protecting or enhancing the return on the Fund.
Name | % Net Assets |
---|---|
Rexam 6.75% 2017/67 | 3.3% |
International Personal Finance 11.5% 2015 | 3.2% |
DFS Furniture 9.75% 2017 | 3.1% |
New World Resources 7.875% 2018 | 3.1% |
Inmarsat 7.375% 2017 | 2.7% |
Credit Acceptance 9.125% 2017 | 2.6% |
DP World 6.25% 2017 | 2.6% |
Central Euro Media 11.625% 2016 | 2.6% |
Brazil CPI Linked 15/05/2045 | 2.6% |
Afreximbank 5.75% 2016 | 2.4% |
Key | % Net Assets |
---|---|
Rexam 6.75% 2017/67 | 3.3% |
International Personal Finance 11.5% 2015 | 3.2% |
DFS Furniture 9.75% 2017 | 3.1% |
New World Resources 7.875% 2018 | 3.1% |
Other | 87.3% |
Date | 21-Nov-2024 |
---|---|
NAV | 288.40p |
Currency | GBP |
Change | 0.20p |
% | 0.07% |
YTD change | 25.40p |
YTD % | 9.66% |
Fund Inception | 30/11/2001 |
---|---|
Fund Manager | n/a |
TER | 0.39 (30-Jun-2014) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 0.50% |
Annual Mang't | 0.35% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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