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First Trust Preferred Securities and Income;I

Ranked 9 out of 22 in Flexible Income Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide current income and total return. The Fund seeks to achieve its investment objectives by investing at least 80% of its net assets in preferred stock and debt instruments similar in many respects to preferred stock such as hybrid securities.

sector performance

Flexible Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% -1.2%
2017 11.5% 4.0% 3.7% 1.9% 1.5%
2016 6.1% 0.0% 3.0% 3.9% -0.8%
2015 5.5% 3.0% 0.1% 0.2% 2.2%
2014 11.1% 5.4% 3.6% 0.6% 1.2%
2013 -4.3% 2.9% -2.8% -5.2% 1.0%
2012 16.8% 6.9% 3.9% 3.9% 1.3%
2011 2.4% -1.8% 3.0%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date11/01/2011
  • Share Class size150Mn
  • Base currencyUSD
  • ISINUS33738A1319

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.05%