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PFS TWENTYFOUR MONUMENT BOND FUND I NET - Fund overview

No Bestinvest rating
Find rated £ corporate bond funds


Overview of PFS TWENTYFOUR MONUMENT BOND FUND I NET

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PFS TWENTYFOUR MONUMENT BOND FUND I NET does not fall into either of these categories at present.

Standard Initial Charge

0.00% 

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  August, 2009
Size  £87m
Yield 4.1%
Charging basis  50% Income 50% Capital
Dividends paid  31 May, 30 Nov.
Bid price(inc) 9,821.26p
Bid price(acc) 10,558.81p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.85%
Total expense ratio 1.04%
Reduction in yield (10yr) 1.04%

Bestinvest says


No information available.

Portfolio

pfs twentyfour monument bond fund i net asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 99%
Property
Commodities
Hedge
Fund cash 1%
pfs twentyfour monument bond fund i net equity geographic illustration
Allocation Proportion
UK 60%
Europe 40%
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The Fund aims to provide an attractive level of income relative to prevailing interest rates whilst maintaining a strong focus on capital preservation.

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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