Key | % Net Assets |
---|---|
SWIP Corporate Bond Plus | 25.5% |
SWIP Sterling Credit Advantage | 25.0% |
SWIP Gilt Plus | 10.5% |
SWIP Property Trust | 7.2% |
Other | 31.8% |
Name | % Net Assets |
---|---|
SWIP Corporate Bond Plus | 25.5% |
SWIP Sterling Credit Advantage | 25.0% |
SWIP Gilt Plus | 10.5% |
SWIP Property Trust | 7.2% |
SWIP High Yield Bond | 7.0% |
Julius Baer Absolute Return | 7.0% |
SWIP M-M UK Equity Income | 6.0% |
Russel Absolute Return Equity | 5.0% |
SWIP M-M Global Real Estate | 2.5% |
SCOT WID GILT | 0.9% |
No asset data available.
Date | 13-Sep-2019 |
---|---|
NAV | 107.00p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 107.00p |
YTD % | n/a |
Fund Inception | 24/10/2005 |
---|---|
Fund Manager | Jeff King |
TER | 1.58 (30-Nov-2010) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | -0.06 |
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