The Fund aims to achieve a higher total return (the combination of income and growth of capital) from investment than would be obtainable in UK government fixed interest securities (ie gilts) of similar maturities.
Latest Price | 33.77p | IMA Sector | Corporate Bond |
---|---|---|---|
Currency | British Pound | Launch Date | 15/04/1994 |
Fund Size | n/a | Fund Manager | Richard Woolnough |
ISIN | GB0031285678 | Dividend | 0.25p |
Date | 21-Nov-2024 |
---|---|
NAV | 33.77p |
Currency | GBP |
Change | -0.030p |
% | -0.09% |
YTD change | -0.60p |
YTD % | -1.75% |
Fund Inception | 15/04/1994 |
---|---|
Fund Manager | Richard Woolnough |
TER | 1.16 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 3.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | -0.05 |
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