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SWIP GILT PLUS A - Fund overview

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Overview of SWIP GILT PLUS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP GILT PLUS A does not fall into either of these categories at present.

Standard Initial Charge

3.75% 0.75%

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to save 3.00%

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Fund summary

Sector	Unclassified
Product type	OEIC
Launched	July, 2004
Size	£416m
Yield	1.3%
Charging basis	–
Dividends paid	–
Bid price(inc)	122.00p
Bid price(acc)	154.40p

Fund Charges

Standard Initial charge	3.75%
Initial charge via Bestinvest	0.75%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.11%
Reduction in yield (10yr)	1.18%

Bestinvest says

No information available.

Portfolio

swip gilt plus a asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	100%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

No data available.

View all performance data for SWIP GILT PLUS A

Investment process

The fund's aim is to provide a long-term total return through investing mainly in British Govt bonds. The Fund may also invest in bonds of other sovereign, government, public and supra-national issuers, and investment grade corporate bonds.

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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