Strategy Aim
The objective of the strategy is to generate a rising level of income, combined with the potential for capital growth, through investing in a portfolio which shall primarily consist of UK equities. In seeking to achieve the investment objective the manager may also invest in other instruments such as government gilts, corporate fixed income securities and convertibles.
Fund facts
| Launch date: |
3 February 2009 |
XD dates: |
1 April & 1 October |
| AUM: |
£23.9m |
Minimum Investments: |
| ‘A’ £1,000 |
‘B’ £2.5 million |
|
| IMA sector: |
UK Equity Income |
Fund Charges |
|
| Benchmark: |
FTSE All-Share |
Initial |
|
| Share classes: |
‘A’ Retail (income)
‘B’ Asset Mngr (income) |
Annual |
|
