Abbey (Target) Index Linked-Pen

At A Glance

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Bid/Ask

6.41GBP

 -0.24

29 Jul 2014

YTD Return (Cumulative)
 4.13%
5 Year Return (Annualized)
 5.47%
Classification
Bond GBP Inflation Linked
Manager Benchmark
FTSE A (IL) BritGvt All Stk TR
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000GBP since July, 2004 »

 Abbey (Target) Index Linked-Pen

The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterAbbey Life
Portfolio ManagerScottish Widows Investment Partnership Limited
Launch Date01 Apr 1982
Geographical FocusUnited Kingdom
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current5.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets0.69  M GBP
Total Net Assets Date30 Jun 2014
Annual Current Charge1.00%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

To provide a longterm return from investment in an actively managed portfolio of UK index-linked gilts.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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