To achieve a high income stream which increases over time by investing mainly in a range of UK equities and bonds
Latest Price | 696.06p | IMA Sector | UK Equity & Bond Income |
---|---|---|---|
Currency | British Pound | Launch Date | 29/10/2011 |
Fund Size | n/a | Fund Manager | Richard Hughes |
ISIN | GB0031956914 | Dividend | 6.65p |
Date | 23-Jun-2022 |
---|---|
NAV | 696.06p |
Currency | GBP |
Change | 2.92p |
% | 0.42% |
YTD change | 696.06p |
YTD % | n/a |
Fund Inception | 29/10/2011 |
---|---|
Fund Manager | Richard Hughes |
TER | 1.41 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.04 |
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