The Fund is designed to maximise total return (the combination of income and growth of capital) while generating a high level of income.
Latest Price | 40.25p | IMA Sector | High Yield |
---|---|---|---|
Currency | British Pound | Launch Date | 16/10/1998 |
Fund Size | n/a | Fund Manager | Jim Leaviss |
ISIN | GB0031957102 | Dividend | 0.22p |
Date | 04-Apr-2025 |
---|---|
NAV | 40.25p |
Currency | GBP |
Change | -0.25p |
% | -0.62% |
YTD change | -0.55p |
YTD % | -1.35% |
Fund Inception | 16/10/1998 |
---|---|
Fund Manager | Jim Leaviss |
TER | 1.41 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 3.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.02 |
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