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ST JAMES PLACE CASH TRUST - Fund overview

No Bestinvest rating
Find rated short term money market funds


Overview of ST JAMES PLACE CASH TRUST

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

Standard Initial Charge

0.00% 

Fund summary

Sector  Short Term Money Market
Product type  UNIT TRUST
Launched  April, 2008
Size  £15m
Yield 0.3%
Charging basis  –
Dividends paid  –
Bid price(inc) 100.31p
Bid price(acc) 104.01p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.40%
Total expense ratio 0.42%
Reduction in yield (10yr) 0.42%

Bestinvest says


No information available.

Portfolio

st james place cash trust asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 100%
st james place cash trust equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The fund aims to provide a level of income in excess of the Bank of England’s base rate whilst seeking to maintain a high level of liquidity. It will invest in a range of high quality fixed and adjustable rate 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.

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