DMS Verbatim Portfolio 5 Income B Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.31%
  • 3 Year sharpe0.14
  • 3 Year alpha-2.08
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.19%
  • IA SectorUnclassified Sector
  • Manager GroupDMS
  • DomicileUnited Kingdom
  • ISINGB00B3P1DM13

Investment Strategy

The fund will use a broadly cautious balanced investment strategy with the aim of achieving income with some potential for capital growth over the medium to longer term.

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