TB Evenlode Income B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.42%
  • 3 Year sharpe0.52
  • 3 Year alpha4.43
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorUK All Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00BD0B7D55

Investment Strategy

The investment objective of TB Evenlode Income is to provide income and capital growth over Rolling Periods of 5 years, with an emphasis on income. At least 80% of TB Evenlode Income will be invested in the equity securities of companies listed in the United Kingdom.

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