Shires Income (SHRS)

Category GBP Allocation 80%+ Equity

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

Sell

238.00p

Buy

243.00p

arrow-down-2.55p (-1.05%)

Discount/Premium

-10.02%

Estimated NAV

268.94p

Prices updated at 22 Jul 2024, 09:48 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

0.51%

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.

	242.00
Launch date	31 Mar 1929
	243.00p - 237.00p
	253.00p - 200.00p
	268.94 as of 18 Jul 2024
Ongoing charge audited (%)	1.1
	1.09
	0.15
	5.45
	79,798.39
	41.37m
	100.11m
	114.70
	Quarterly
	£129.91m
	£109.27m
	-11.70
	-10.29
	-5.06
Fund comparative index	FTSE 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.