The Scheme aims to provide a gross return comparable with that available from time to time on retail sterling deposits with UK banks and building societies.
Name | % Net Assets |
---|---|
Bnp Paribas FRN 2015-10-05 | 3.5% |
Deutsche Bk Ag FRN 2012-04-26 | 3.5% |
Kreditanstalt Fuer Wiederaufbau Kfw, F | 3.4% |
Tesco Personal Finl Life FRN 2012-02-27 | 3.0% |
Intesa Sanpaolo FRN 2011-11-30 | 3.0% |
RABOBANK NEDERLAND 2015-07-28 | 2.8% |
Cred Suisse London FRN 2011-06-14 | 2.1% |
Vivendi Sa FRN 2011-10-03 | 2.0% |
Diageo Fin FRN 2012-05-22 | 1.9% |
Jp Morgan Chase & FRN 2015-10-12 | 1.8% |
Key | % Net Assets |
---|---|
Bnp Paribas FRN 2015-10-05 | 3.5% |
Deutsche Bk Ag FRN 2012-04-26 | 3.5% |
Kreditanstalt Fuer Wiederaufbau Kfw, F | 3.4% |
Tesco Personal Finl Life FRN 2012-02-27 | 3.0% |
Other | 86.6% |
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 | 25/01/1990 |
---|---|
Fund Manager | David Knee |
TER | 1.51 (31-Jul-2006) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 250 |
Savings | 50 |
Charges | |
---|---|
Initial | 2.50% |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.15 |
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