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BOV Capital Guaranteed Fund GBP 2027
Fact Sheet - 24 March 2025
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Fund Data
Fund Managers
Top Holdings
Asset Allocation
Share Price Perf. Chart
Other Details
Fund Comparison
Investment Objective
The Sub-Fund aims to guarantee Unit Holders’ initial investment and a fixed return of 3.25% per annum for the first year, a fixed return of 3.75% for the second year and a fixed return of 4.10% for the third year, in accordance with the terms of this Offering Supplement.
Fund Data
Manager
BOV Asset Management
Advisor
BOV Asset Management
Custodian
Bank of Valletta p.l.c
Launch Date
28 March 2024
Fund Currency
United Kingdom Pound
Minimum Lump Sum Investment
5000
Monthly Investment Plan
N/A
Initial Charge
Exit Fee
Up to 5% of the amount invested
Annual Management Fee
1
Annual Administration Fee
Dealing Frequency
Income Distribution Frequency
For further details
Fund Manager
Top holdings (As at )
%
Asset Allocation Chart (As at )
Share Price Performance Chart
The performance figures quoted refer to the past and past performance is not a guarantee to future performance
Percentage Annual Performance %
Year Income Return Capital Return Total Return
2025 0.00 0.82 0.82
2024 0.00 0.39 0.39
Share Price (As at 24 March 2025)
100.56390
Income Yield (As at 24 March 2025)
0.00%
Manager Commentary
As at: 31 December 2024

     

Fund Comparison Chart
The performance figures quoted refer to the past and past performance is not a guarantee to future performance
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