To maximise total return (the combination of income and growth of capital) through investment predominantly in investment grade corporate bonds, but may invest in other debt instruments, including higher yielding corporate bonds, government debt and convertible and preference stocks, as well as money market instruments and equities.
Latest Price | 65.79p | IMA Sector | Corporate Bond |
---|---|---|---|
Currency | British Pound | Launch Date | 02/02/2004 |
Fund Size | £89.60m | Fund Manager | Richard Woolnough |
ISIN | GB0033828244 | Dividend | 0.47p |
Date | 23-Jun-2022 |
---|---|
NAV | 65.79p |
Currency | GBP |
Change | 0.29p |
% | 0.44% |
YTD change | 65.79p |
YTD % | n/a |
Fund Inception | 02/02/2004 |
---|---|
Fund Manager | Richard Woolnough |
TER | 1.41 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | -0.07 |
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