EdenTree Higher Income B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.20%
  • 3 Year sharpe-0.05
  • 3 Year alpha-5.31
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupEdenTree
  • DomicileUnited Kingdom
  • ISINGB0009449710

Investment Strategy

The Fund aims to prioritise income, with the aim of exceeding the yield of the FTSE 250 Mid-Cap Index, together with capital growth over the longer term, five years, or more. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed-interest securities and cash equivalents. The Fund will maintain a bias towards equities of 60 – 85%.

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