TB Guinness UK Equity Income Y Clean Inc

Ranked 183 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide income together with capital growth. The Fund will invest predominantly in the shares of UK companies (those which are domiciled in, incorporated in or conducting a significant percentage of their business in the UK) which pay dividends. The Fund may also invest from time to time in other companies anywhere in the world. The portfolio will typically be concentrated. In addition, the Fund may invest in other transferable securities, money market instruments, collective investment schemes, cash, near cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 183/255 Total Return
  • Rank 194/255 Standard Deviation
  • Rank 185/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -17.7% -10.5% 9.3% -0.2% -15.7%
2017 8.8% 3.6% 1.6% 0.8% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/12/2016
  • Base currencyGBP
  • ISIN GB00BYX94J86

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment5,000

Charges

  • Annual management0.70%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).