Shires Income (SHRS)

Category GBP Allocation 80%+ Equity


star-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

241.00p

Buy

243.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-9.22%

Estimated NAV

267.68p

Prices updated at 18 Jul 2024, 16:35 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

arrow-up0.27%
LSE

243.00
Launch date31 Mar 1929
244.00p - 239.00p
253.00p - 200.00p
267.68 as of 17 Jul 2024
Ongoing charge audited (%)1.1
1.09
0.15
5.48
84,460.91
41.37m
100.53m
114.76
Quarterly
£129.39m
£108.80m
-11.69
-10.29
-5.04
Fund comparative indexFTSE AllSh TR GBP
Daily
0.07m
0.16m
GB0008052507
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.