The Fund aims to achieve a higher total return (the combination of income and growth of capital) from investment than would be obtainable in UK government fixed interest securities (ie gilts) of similar maturities.
Name | % Net Assets |
---|---|
Lloyds Banking | 2.1% |
KFW | 2.1% |
HSBC | 2.0% |
Wal-Mart | 2.0% |
BAA | 1.9% |
EDF Energy | 1.6% |
E.ON | 1.4% |
RWE | 1.3% |
Vodafone | 1.3% |
Royal Bank of Scotland | 1.3% |
Key | % Net Assets |
---|---|
Lloyds Banking | 2.1% |
KFW | 2.1% |
HSBC | 2.0% |
Wal-Mart | 2.0% |
Other | 91.8% |
Date | 21-Nov-2024 |
---|---|
NAV | 79.29p |
Currency | GBP |
Change | -0.080p |
% | -0.10% |
YTD change | 1.67p |
YTD % | 2.15% |
Fund Inception | 15/04/1994 |
---|---|
Fund Manager | Richard Woolnough |
TER | 0.66 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £10000000 |
Additional | £1,000 |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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