SRH Total Return Fund (NYSE:STEW)

Investment trust
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This investment trust can be held in
Trading AccountISAJISASIPP

Trust Info

  • Market Cap$1.234bn
  • OCF-
  • AIC sector-
  • Manager GroupBoulder Funds
  • Currency
  • ISINUS1015071012

Investment Strategy

The Fund seeks to produce both income and long‐term capital appreciation by investing in a portfolio of equity and debt securities. Under normal market conditions, the Fund invests at least 80% of its total assets in common stocks, primarily domestic common stocks and secondarily in foreign common stocks denominated in foreign currencies; investments in common stocks may include, but are not limited to, investment companies whose objective is income, real estate investment trusts, and other dividend‐paying common stocks.

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