To maximise total return (the combination of income and growth of capital) while generating a higher level of income than that from European government bonds of similar maturities.
Latest Price | 64.22p | IMA Sector | Global Bonds |
---|---|---|---|
Currency | British Pound | Launch Date | 13/01/2003 |
Fund Size | n/a | Fund Manager | Stefan Isaacs |
ISIN | GB0032178419 | Dividend | 0.37p |
Date | 08-Jun-2023 |
---|---|
NAV | 64.22p |
Currency | GBP |
Change | 0.030p |
% | 0.05% |
YTD change | 64.22p |
YTD % | n/a |
Fund Inception | 13/01/2003 |
---|---|
Fund Manager | Stefan Isaacs |
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 | 0.01 |
Sharpe ratio | -0.06 |
You are here: research