To provide an attractive level of income commensurate with security of capital in sterling terms.
Name | % Net Assets |
---|---|
ALLIANCE & LEICESTER 4.67% CD 13/11/06 | 15.3% |
CAYLON CORP & INVT BANK 4.5% CD 10/06 | 15.3% |
LANDESBANK BADEN 4.635% CD 23/10/06 | 15.3% |
BANCO ESPRITO SANTO SA 4.57% 25/09/06 | 15.3% |
NATIONAL AUSTRALIA BANK 4.5% CD 01/06 | 12.7% |
ALLIED IRISH BANK 4.69% 12/04/2007 | 12.7% |
DEUTSCHE BANK 4.5% CD 03/08/06 | 10.2% |
Key | % Net Assets |
---|---|
ALLIANCE & LEICESTER 4.67% CD 13/11/06 | 15.3% |
CAYLON CORP & INVT BANK 4.5% CD 10/06 | 15.3% |
LANDESBANK BADEN 4.635% CD 23/10/06 | 15.3% |
BANCO ESPRITO SANTO SA 4.57% 25/09/06 | 15.3% |
Other | 38.8% |
Date | 14-Jan-2019 |
---|---|
NAV | 165.36p |
Currency | GBP |
Change | 0.002p |
% | n/a |
YTD change | 165.36p |
YTD % | n/a |
Fund Inception | 02/05/1997 |
---|---|
Fund Manager | Angus Teatherton |
TER | 0.24 (30-Nov-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.30% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 2.55 |
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