ES R&M UK Equity Income Fund B Inc

Fund
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Fund Info

  • Yield History4.88%
  • 3 Year sharpe0.44
  • 3 Year alpha-0.98
  • Distribution Typeincome
  • BenchmarkMSCI UK IMI NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • SectorUK Equity Income
  • Manager GroupEquity Trustees
  • DomicileUnited Kingdom
  • ISINGB00B3KQG447

Investment Strategy

The investment objective of the Fund is to generate a rising level of income combined with the potential for capital growth. The Fund will achieve its investment objective through investing in a portfolio which shall primarily consist of UK equities, however, it may also invest in other instruments such as government gilts, corporate fixed income securities and convertibles.

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