To produce income and capital growth by investing in UK fixed interest securities (which includes corporate bonds) and Gilts (with the provision to invest up to 15% of the portfolio in fixed interest securities outside the UK).
Name | % Net Assets |
---|---|
HIGHBURY FINANCE BV 7.017% NTS | 2.3% |
IMPERIAL TOBACCO FIN 9% GTD NTS | 2.0% |
TREASURY 4.75% GILT GILT | 1.9% |
CGIS GROUP 9.625% 1ST MTG DEB STK 2019 | 1.9% |
TREASURY 5.25% GILT | 1.7% |
FIRST HYDRO FINANCE 9% GTD SEC | 1.7% |
VATTENFALL AB 6.875% NTS | 1.7% |
FIRSTGROUP 8.750% BDS 08/04/21 | 1.7% |
DNB NOR BANK 6.17% | 1.6% |
HALIFAX 10.5% SUBORD BDS | 1.6% |
Key | % Net Assets |
---|---|
HIGHBURY FINANCE BV 7.017% NTS | 2.3% |
IMPERIAL TOBACCO FIN 9% GTD NTS | 2.0% |
TREASURY 4.75% GILT GILT | 1.9% |
CGIS GROUP 9.625% 1ST MTG DEB STK 2019 | 1.9% |
Other | 91.9% |
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 | 09/07/1990 |
---|---|
Fund Manager | Joe McKenna / Adam Walker |
TER | - |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | 250 |
Savings | n/a |
Charges | |
---|---|
Initial | 4.25% |
Annual Mang't | 1.10% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 4.38 |
Sharpe ratio | -0.04 |
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