Review
Evaluation
Target price
Dynamics
Performance
Growth
Dividends
Risks
£ 0.75
Key Takeaways
Risk factor
Very poor trading liquidity
Data is available to registered users only
Data is available to registered users only
Profitability factor
Decent dividends
Data is available to registered users only
About
The objective of the Fund is to provide a combination of a high level of income and capital growth, before fees, over a rolling five year period. The manager defines a high level of income as equal to, or in excess of, the average yield of the funds in the fund’s Investment Association sector, the Strategic Bond sector. The Fund invests 80%-100% in bonds (of any credit quality) and up to 20% in company shares. The fund may also invest in cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives.
