GB0001583292
Unit Trust
The objective of the Trust is to provide income and capital growth.
Name | % Net Assets |
---|---|
SLM Student Loan 5.15% 17.09.15/39 | 8.9% |
Hutchison 6.75% 07.12.15 | 6.8% |
EIB 5.00% 15.04.39 | 3.7% |
CIT 5.50% 01.12.14 | 3.2% |
Annington Finance 0% 07.12.22 | 2.7% |
Network Rail 4.75% 29.11.35 | 2.7% |
Royal Bank of Scotland 5.50% 03.12.19/49 | 2.7% |
KFW 5.00% 09.06.36 | 2.4% |
BAT International Finance 6.375% 12.12.19 | 2.3% |
HSBC Bank 5.00% 20.03.18/23 | 2.3% |
Key | % Net Assets |
---|---|
SLM Student Loan 5.15% 17.09.15/39 | 8.9% |
Hutchison 6.75% 07.12.15 | 6.8% |
EIB 5.00% 15.04.39 | 3.7% |
CIT 5.50% 01.12.14 | 3.2% |
Other | 77.4% |
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 | 06/03/2000 |
---|---|
Fund Manager | Nigel Sillis |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 500 |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.05 |
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