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WDB PREFERRED INCOME R - Fund overview

No Bestinvest rating
Find rated £ corporate bond funds


Overview of WDB PREFERRED INCOME R

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

Standard Initial Charge

4.50% 1.50%

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  June, 1995
Size  £20m
Yield 4.7%
Charging basis  CAPITAL
Dividends paid  28/2, 31/5, 31/8, 30/11.
Bid price 110.69p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.99%
Reduction in yield (10yr) 2.14%

Bestinvest says


No information available.

Portfolio

wdb preferred income r asset allocation illustration
Allocation Proportion
Equity 12%
High yield bonds 0%
Quality bonds 87%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
wdb preferred income r equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
wdb preferred income r equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for WDB PREFERRED INCOME R

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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