Yields

[KenC]

Hi. Is there anywhere to see past yields, in particular for Optimum Global Growth? I've been unable to find this information but could be missing it.

[Jasey_]

Fact sheets half way down this page https://www.intelligentmoney.com/portfolios#comp-livoaycr

[KenC]

Thanks, I found that but no information on yield, which I expected to be there.

[Adam Kay]

@KenC
Hi Ken, global growth is a majority equity portfolio. Yield relates to fixed income. We report the return(capital+ div). Yield or yield to maturity is a bond metric.

If you need further details please let me know.

Regards
Adam

[KenC]

Thanks Adam and apologies for the incorrect terminology. For tax reasons, what I'm trying to do is estimate the income (dividends plus interest) for this financial year based upon past actuals.

[Adam Kay]

No problem, if you email the support address ‘support@cobensdirect.co.uk’ marked to my attention I’ll make contact you and calculate what you need.
Regards
Adam

[KenC]

Thanks again Adam - email sent.