F&C Institutional Retirement Annuit

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 162.30 Day Change GBX +0.40 (0.25%)
Price Date 24 Oct 2016 Crown Rating 5
Shares Class Inc. Yield 2.20 %
Total Expense Ratio 0.00 Fund Size 6,984,900.00
Launch Date 15/11/2012 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B83F3S66 Min TopUp (£) 25,000.00

Fund Objective

The Fund seeks to generate performance in line with the FTSE Actuaries British Government Over 15 Years Gilt Index. The Fund will invest predominantly in long dated UK Government securities. The Fund may also invest in money market instruments and units of collective investment schemes. The Fund may use derivatives for efficient portfolio management.

Fund Managers

Malika Gulabani
Malika is a Fund Manager in International Government Bonds having joined F&C in 2006. Prior to this, she was responsible for the Cash/Gilt portfolios at Morley Fund Management, and previously spent nearly 5 years at Schroders Investment Management. Malika has a MA (Hons) History from the University of Edinburgh.