LSE - Delayed Quote GBp

SVS Brown Shipley Sterling Bond I Acc (0P0000MQ2A.L)

143.00
+1.00
+(0.70%)
At close: August 30 at 9:00:00 PM GMT+1

Investment Information

Min Initial Investment
3,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
2.5

Broker Availability

  • Raymond James Investment Services Ltd
  • Old Mutual Wealth
  • Amber by Request
  • Novia Financial PLC
  • Skandia Investment Solutions
  • AXA Elevate (Explicit)
  • Ascentric
  • Amber

Fund Summary

The fund seeks high income but also to grow the value of your investment over the long term. The fund will invest in: fixed interest securities (contracts to repay borrowed money with interest at fixed intervals) which can be issued by governments, companies, including building societies; preference shares (shares which have special rights to income or to capital but do not carry voting rights); convertibles (assets which provide income or capital and can be exchanged for more valuable assets if their value increases enough); debentures (contracts to repay borrowed money with interest); shares borrowed from others for a fee.

Fund Overview

Category GBP Corporate Bond
Fund Family Smith & Williamson Ltd
Net Assets 158.81M
YTD Return 8.81%
Yield 3.52%
Morningstar Rating
Inception Date Dec 01, 2009

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

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