020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

MARKS & SPENCER HIGH INCOME - Fund overview

No Bestinvest rating
Find rated £ strategic bond funds


Overview of MARKS & SPENCER HIGH INCOME

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  £ Strategic Bond
Product type  UNIT TRUST
Launched  February, 1997
Size  £270m
Yield 5.5%
Charging basis  Capital
Dividends paid  31/3, 30/6, 30/9, 31/12.
Bid price(inc) 107.80p
Bid price(acc) 198.50p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

marks & spencer high income asset allocation illustration
Allocation Proportion
Equity
High yield bonds 27%
Quality bonds 71%
Property
Commodities
Hedge
Fund cash 2%

No data available.

No data available.

Investment process


The fund aims to provide a high level of income. The Manager may invest in fixed & variable rate securities and equities from anywhere in the world. At any time the portfolio may contain a combination of any or all of the aforementioned securities.

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

Version: 4.1.2