TM Redwheel UK Equity Income

Select share classes

TM Redwheel UK Equity Income L Inc

Category UK Equity Income


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

114.30p

arrow-up0.30p (+0.26%)

Fund Code

TRULI

BG342F9

GB00BG342F97

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to deliver a dividend yield in excess of the FTSE All Share Index, whilst providing long term capital growth. The Fund invests at least 80% of its assets in a concentrated range of equities issued by UK companies and equity related securities received through corporate action such as preference shares and rights. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds investments in 25-45 companies.

Annual charges

Product charges
0.60
0.05
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Annual Reports 30 Jun 2023pdf
Interim Short Report 30 Jun 2023pdf
Key Information Document / Technical Guide 17 Feb 2023pdf
Annual Short Report 31 Dec 2022pdf
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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.