Key | % Net Assets |
---|---|
L&G ALL STOCKS GILT INDEX INST ACC | 12.8% |
PSIGMA UT MGRS INCOME INSTL INC | 8.2% |
VANGUARD FTSE DEVELOPED EUROPE EX UK EQUITY INDEX | 7.6% |
NEWTON GLOBAL HIGHER INCOME | 6.7% |
Other | 64.7% |
Name | % Net Assets |
---|---|
L&G ALL STOCKS GILT INDEX INST ACC | 12.8% |
PSIGMA UT MGRS INCOME INSTL INC | 8.2% |
VANGUARD FTSE DEVELOPED EUROPE EX UK EQUITY INDEX | 7.6% |
NEWTON GLOBAL HIGHER INCOME | 6.7% |
NEPTUNE INV MGMT INCOME B INC NAV | 6.5% |
FIL INVESTMENT SERVICES(UK)LTD STRATEGIC BOND | 5.9% |
HSBC FTSE ALL SHARE INDEX RET INC | 5.1% |
CAZENOVE STRATEGIC BOND A INC | 4.9% |
ARTEMIS STRATEGIC BOND QR ACC | 4.9% |
AEGON STERLING CORPORATE BOND A INC | 4.4% |
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 | 14/10/2004 |
---|---|
Fund Manager | David Hambidge / Ian Reeves / Eleanor Kates |
TER | 2.36 (31-Mar-2011) |
Minimum Investment | |
---|---|
Initial | 3000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.27% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.13 |
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