Shires Income (SHRS)

Category GBP Allocation 80%+ Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

236.00p

Buy

242.00p

arrow-up5.794p (+2.48%)

Discount/Premium

-14.08%

Estimated NAV

272.354p

Prices updated at 09 May 2024, 09:18 BST

Prices minimum 15 mins delay

Prices in GBX

Investment objective

The investment objective is to provide shareholders with a high level of income, together with the potential for growth of both income and capital from a diversified portfolio substantially invested in UK equities but also in preference shares, convertibles and fixed income securities

FTSE All-Share

0.07%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	1.17
	1.03
	0.15
Minimum investment	25.00

Documents

Document name chevron-l-regular chevron-r-regular	Language	Date posted
Factsheet	English	29 Feb 2024
Semi-Annual Report	English	30 Sep 2023
Annual Report	English	31 Mar 2023
Key Information Document (KID)	English	23 Nov 2022

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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.