To ensure above average secure income plus capital growth in the longer term.
Name | % Net Assets |
---|---|
TREASURY 4 1/4% STK 2032 | 12.6% |
TREASURY 5% STK 2012 | 12.1% |
TREASURY 5% STK 2025 | 9.9% |
TREASURY 4.25% STK 7/12/2027 | 7.5% |
TREASURY 4 3/4% LN STK 2010 | 6.8% |
TREASURY 4.25% GILT 07/12/55 | 6.2% |
TREASURY 5 3/4% STK 2009 | 6.2% |
TREASURY 4% STK 7/09/2016 | 5.8% |
TREASURY 5% STK 2014 | 5.2% |
TREASURY 4 1/4% STK 2036 | 5.1% |
Key | % Net Assets |
---|---|
TREASURY 4 1/4% STK 2032 | 12.6% |
TREASURY 5% STK 2012 | 12.1% |
TREASURY 5% STK 2025 | 9.9% |
TREASURY 4.25% STK 7/12/2027 | 7.5% |
Other | 57.9% |
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 | 30/10/1981 |
---|---|
Fund Manager | Eleni Poullides |
TER | 1.07 (01-Mar-2013) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 35 |
Charges | |
---|---|
Initial | 4.75% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.12 |
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