Ocean UK Equity B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.47%
  • 3 Year sharpe0.65
  • 3 Year alpha6.94
  • Distribution Typeaccumulation
  • BenchmarkCboe UK All Companies PR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.15%
  • IA SectorUK All Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to achieve capital and income growth, and to provide a return (after fees, charges and other expenses payable out of the Fund) in excess of that of the Cboe UK All Companies Total Return Index over the long-term. The Fund will invest predominantly in the equity securities of companies domiciled, incorporated or which conduct a significant part of their business in the United Kingdom. The Fund will also invest (up to a maximum of 20%) in the equity securities of companies listed outside of the United Kingdom.

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