The fund aims to provide an attractive income, with the potential for capital growth. Asset allocation is also used to provide an extra source of return. The fund has a flexible mandate and can invest up to 20% in high-yield bonds, including emerging market issues, 100% in corporate bonds and up to 90% in government issues, depending on market conditions.
Latest Price | 27.63p | IMA Sector | Strategic Bond |
---|---|---|---|
Currency | British Pound | Launch Date | 18/04/2005 |
Fund Size | n/a | Fund Manager | Ian Spreadbury |
ISIN | GB00B05NC857 | Dividend | 0.06p |
Date | 06-Jun-2025 |
---|---|
NAV | 27.63p |
Currency | GBP |
Change | -0.040p |
% | -0.14% |
YTD change | 0.100p |
YTD % | 0.36% |
Fund Inception | 18/04/2005 |
---|---|
Fund Manager | Ian Spreadbury |
TER | 1.21 (28-Feb-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.03 |
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