TB Evenlode Income B Acc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.96%
  • 3 Year sharpe1.36
  • 3 Year alpha7.71
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorUK All Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00BD0B7C49

Investment Strategy

The investment objective of TB Evenlode Income is to provide long-term total returns, with an emphasis on income.The Sub-fund will invest predominantly in the equity securities of companies listed in the United Kingdom, with the balance invested in the equity securities of companies listed internationally and cash (or near cash securities). The Sub-fund may also invest in fixed income securities, up to 10% in collective investment schemes and derivatives for the purpose of efficient portfolio management from time to time.

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