Key | % Net Assets |
---|---|
IBRD 5.4% 2021 | 4.3% |
Telereal (B-4) 6.1645% 2031 | 3.4% |
Central Euro Media 11.625% 2016 | 2.6% |
Tesco Property Finance 7.6227% 2039 | 2.4% |
Other | 87.3% |
Name | % Net Assets |
---|---|
IBRD 5.4% 2021 | 4.3% |
Telereal (B-4) 6.1645% 2031 | 3.4% |
Central Euro Media 11.625% 2016 | 2.6% |
Tesco Property Finance 7.6227% 2039 | 2.4% |
Goodman Group 9.75% 16/07/2018 | 2.2% |
Provident Financial 8% 2019 | 2.1% |
Global Switch 5.5% 2018 | 1.9% |
Procter & Gamble 6.25% 2030 | 1.9% |
Yorkshire Water 6% 2017/25 | 1.9% |
Bank of New York Mellon 6.369% 2016/66 | 1.9% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 241.60p |
Currency | GBP |
Change | -0.40p |
% | -0.17% |
YTD change | 13.00p |
YTD % | 5.69% |
Fund Inception | 26/02/1999 |
---|---|
Fund Manager | Ben Thompson / Stephen Rodger |
TER | 0.55 (30-Jun-2014) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.18 |
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