Key | % Net Assets |
---|---|
Network Rail 4.75% 22/01/2024 | 2.8% |
Johnson & Johnson 5.5% 06/11/2024 | 2.5% |
Tesco 5% 24/02/2014 | 2.4% |
E.ON International Finance 6% 30/10/2019 | 2.2% |
Other | 90.1% |
Name | % Net Assets |
---|---|
Network Rail 4.75% 22/01/2024 | 2.8% |
Johnson & Johnson 5.5% 06/11/2024 | 2.5% |
Tesco 5% 24/02/2014 | 2.4% |
E.ON International Finance 6% 30/10/2019 | 2.2% |
Safeway 6% 10/01/2017 | 2.2% |
Principality Building VRN 5.375% 08/07/2016 | 2.1% |
HSBC Bank 8.208% VRN Perp | 2.0% |
Coventry Building Society 6.092% VRN Perp | 1.8% |
Dubai Holdings Co 6% 01/02/2017 | 1.7% |
Group 4 Security 7.75% 13/05/2019 | 1.7% |
No asset data available.
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 | 01/07/2009 |
---|---|
Fund Manager | Karl Bergqwist / Simon Surtees |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.11 |
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