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INSIGHT MONTHLY INCOME - Fund overview

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Find rated uk equity and bond income funds


Overview of INSIGHT MONTHLY INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. INSIGHT MONTHLY INCOME does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  UK Equity and Bond Income
Product type  OEIC
Launched  February, 1989
Size  £47m
Yield 3.6%
Charging basis  Capital
Dividends paid  15th Each Month.
Bid price(inc) 43.05p -0.16p
Bid price(acc) 135.63p -0.55p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.70%
Reduction in yield (10yr) 1.80%

Bestinvest says


No information available.

Portfolio

insight monthly income asset allocation illustration
Allocation Proportion
Equity 71%
High yield bonds
Quality bonds 19%
Property 0%
Commodities
Hedge
Fund cash 10%
insight monthly income equity geographic illustration
Allocation Proportion
UK 97%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 2%
insight monthly income equity capitalisation illustration
Allocation Proportion
Large Caps 86%
Mid Caps 12%
Small Caps 2%

Investment process


The fund aims to provide a high and increasing monthly income together with long term capital growth by investing primarily in shares of UK companies and sterling denominated fixed interest securities. Although not fixed, the Fund will usually have about 70% invested in shares and 30% in government bonds.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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