SVS Church House Balanced Eq Inc B Inc

Fund

Fund Info

  • Yield History3.43%
  • 3 Year sharpe1.05
  • 3 Year alpha-0.1
  • Distribution Typeincome
  • BenchmarkFTSE 350 High Yield TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupChurch House
  • DomicileUnited Kingdom
  • ISINGB00BNBNRB88

Investment Strategy

The objective of the Trust is to provide investors with medium to long-term capital growth, with income, throughinvestment in a portfolio of UK equities. The portfolio will be mainly UK equities, selected for their value and income prospects, but a proportion of the portfolio will be invested in index-linked and other fixed interest securities and listed investment companies.