To maximise total return by investing in high grade fixed interest securities denominated in nonsterling currencies which will primarily consist of sovereign debt securities of the major industrialised nations with the exception of the UK. We are particularly interested in traditional companies that are using technological change to boost productivity gains from existing operations.
Latest Price | 125.24p | IMA Sector | Global Bonds |
---|---|---|---|
Currency | British Pound | Launch Date | 04/10/1999 |
Fund Size | n/a | Fund Manager | David Knee |
ISIN | GB0031289092 | Dividend | 0.00p |
Date | 17-Apr-2025 |
---|---|
NAV | 125.24p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | -1.55p |
YTD % | -1.22% |
Fund Inception | 04/10/1999 |
---|---|
Fund Manager | David Knee |
TER | 1.20 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.11 |
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