TB Chawton Global Equity Inc B GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.99%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkMSCI Wld NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.15%
  • IA SectorGlobal Equity Income
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00BJ1GY073

Investment Strategy

The Fund aims to provide a growing income stream and to grow capital over the long term (5 years or more). Each part of this objective will have equal weighting. The Fund will invest principally (ie. at least 80%) in listed global equities.

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