The objective of the Fund is to provide an attractive rate of return through investment primarily in sterling corporate and other sterling non-gilt fixed interest securities. A proportion of the Fund may also invest in non-sterling fixed interest securities as well as UK gilts.
Name | % Net Assets |
---|---|
No holding data available. |
No holdings data available.
Date | 21-Nov-2024 |
---|---|
NAV | 2,824.19p |
Currency | GBP |
Change | -2.75p |
% | -0.10% |
YTD change | 94.01p |
YTD % | 3.44% |
Fund Inception | 01/12/2000 |
---|---|
Fund Manager | Christian Roth / Richard Ford |
TER | 0.66 (30-Sep-2013) |
Minimum Investment | |
---|---|
Initial | £500000 |
Additional | £10,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.40% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.08 |
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