020 7189 9999

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

Bestinvest
Fund search

ST JAMES PLACE EQUITY INCOME - Fund overview

No Bestinvest rating
Find rated uk equity income funds


Overview of ST JAMES PLACE EQUITY INCOME

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

Standard Initial Charge

5.00% 5.00%

Fund summary

Sector  UK Equity Income
Product type  UNIT TRUST
Launched  February, 1997
Size  £543m
Yield 4.4%
Charging basis  –
Dividends paid  15/1, 15/4, 15/7, 15/10.
Bid price(inc) 145.30p
Bid price(acc) 254.50p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 5.00%
Additional bid/offer spread 0.22%
Annual management charge 1.50%
Total expense ratio 1.67%
Reduction in yield (10yr) 2.20%

Bestinvest says


No information available.

Portfolio

st james place equity income asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
st james place equity income equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
st james place equity income equity capitalisation illustration
Allocation Proportion
Large Caps 70%
Mid Caps 25%
Small Caps 5%

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. 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