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INSIGHT UK EQUITY INCOME BOOSTER A - Fund overview

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Overview of INSIGHT UK EQUITY INCOME BOOSTER A

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

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

to save 4.00%

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Fund summary

Sector  UK Equity Income
Product type  OEIC
Launched  March, 2009
Size  £24m
Yield 8.9%
Charging basis  Capital
Dividends paid  15th of each month
Bid price(inc) 120.58p
Bid price(acc) 153.86p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.69%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

insight uk equity income booster a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
insight uk equity income booster a equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
insight uk equity income booster a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for INSIGHT UK EQUITY INCOME BOOSTER A

Investment process


The Fund aims to provide an enhanced level of income with potential for capital growth.
The Fund will invest primarily in a portfolio of UK listed equity and equity related
securities, although there may be some investment, from time to time, in securities listed outside of the UK. In addition the Fund will employ a derivatives strategy designed to generate additional income. The Fund may also use derivative instruments for other efficient portfolio management purposes. The Fund may also invest in other transferable securities, collective investment schemes, cash and near cash, deposits and money market instruments.

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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