Smith & Williamson MM Endurance Bal B

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.98%
  • 3 Year sharpe-0.05
  • 3 Year alpha-3.26
  • Distribution Typeincome
  • BenchmarkMSCI PIMFA Private Investor Blncd NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.37%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupSmith & Williamson
  • DomicileUnited Kingdom
  • ISINGB00B43LJX34

Investment Strategy

Investment will primarily be in UK and European regulated collective investment schemes. The fund may also invest directly in transferable securities, closed-ended funds whose shares are listed on global exchanges in recognised markets, money market instruments, deposits and warrants. Derivative and forward transactions may be used by the Fund solely for the purposes of Efficient Portfolio Management.

Latest news

Currently there for this fund. Visit our news hub for other news .