SWIP STRATEGIC BOND - Fund overview
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Overview of
SWIP STRATEGIC BOND
SWIP Strategic Bond Fund is a flexible product aimed at providing investors with the best possible total return by investing across a range of bond markets. The Managers of the Fund benefit from the considerable skills of a large and experienced team of skilled investors each of whom are specialists in their fields which include sovereign bonds, investment grade and high yield credit.
Standard Initial Charge
3.75% 0.00%
Invest via Bestinvest
to save 3.75%
Fund summary
| Sector |
£ Strategic Bond
|
| Product type |
UNIT TRUST
|
| Launched |
June, 2010
|
| Size |
£92m
|
| Yield |
3.8%
|
| Charging basis |
–
|
| Dividends paid |
Mar, Jun, Sept & Dec
|
| Bid price(inc) |
104.60p |
| Bid price(acc) |
111.30p |
Fund Charges
|
Standard Initial charge
|
3.75%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.25%
|
|
Total expense ratio
|
1.25%
|
|
Reduction in yield (10yr)
|
1.25%
|