Chariguard Fixed Interest Fund

Fund Manger:
Rupert Marlow

Fund Objective:

• Chariguard Fixed Interest Fund is a Common Investment Fund that invests predominately in UK fixed interest markets. Its performance objective is to outperform the FTSE British Government All-Stocks Index.
• The fund offers charities the advantages associated with Common Investment Funds, most notably administrative simplicity.
• The fund is, therefore, suitable for consideration by charities seeking an efficient means of obtaining exposure to the UK fixed interest market.

Fund Strategy:

• The fund is an actively managed, fixed interest fund that seeks to outperform its benchmark of the FTSE British Government All-Stocks Index.
• The investment manager selects Gilts and other fixed interest securities that, in his judgment, will result in the total return on the fund’s portfolio being superior to that of the above index.
• More than 35% of the fund is likely to consist of securities issued by the British Government.
• From time to time the fund may not be fully invested.

Prices and Performance:
For the latest prices, please click here:
>Price Figures

For the latest performance figures, please click here:
>Performance Figures

Fees:
The annual management charge for the Chariguard Fixed Interest Fund is 0.35% plus VAT
>Please refer here for further details

How to Invest
>For details on how to invest please click here