The Fund aims to maximise total return primarily through investment in fixed income securities. The Fund will internationally predominantly be in the UK and Europe although it can invest internationally.
Latest Price | 130.09p | IMA Sector | Strategic Bond |
---|---|---|---|
Currency | British Pound | Launch Date | 16/05/2002 |
Fund Size | n/a | Fund Manager | Ketish Pothalingam |
ISIN | GB0031383408 | Dividend | 0.71p |
Date | 21-Nov-2024 |
---|---|
NAV | 130.09p |
Currency | GBP |
Change | 0.080p |
% | 0.06% |
YTD change | -10.63p |
YTD % | -7.55% |
Fund Inception | 16/05/2002 |
---|---|
Fund Manager | Ketish Pothalingam |
TER | 1.44 (31-Aug-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £500 |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.01 |
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