Natwest Cautious Growth

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 124.90 Day Change GBX 0.00 (0.00%)
Price Date 8 Jan 2014 Crown Rating 3
Shares Class Inc. Yield 0.98 %
Total Expense Ratio 0.00 Fund Size 397,400,000.00
Launch Date 09/06/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B59H6B92 Min TopUp (£) 0.00

Fund Objective

To achieve capital growth over the medium to long term. The Fund has diversified investment predominantly within equities, fixed interest securities, property and cash. Investment will be through other collective investment schemes. Allocations to equities, fixed interest securities, property and cash will vary over time. Equity exposure will be restricted to 40% of the Fund. Investment may also be made in derivatives for hedging purposes.

Fund Managers

Ian Aylward
Ian Joined the investment industry in 1995, and joined Aviva Investors in 2011.His main Responsibilities for the management of portfolios, fund and manager research and due diligence. His Experience & Qualifications are, He started his career as an equity analyst at the Co-operative Insurance Society and then became an equity fund manager at Rothschild before moving to focus on multi-manager investing and manager and fund selection. He has over 10 years experience of fund and manager selection and research. Ian was portfolio manager of the top-performing Skandia Strategic Best Ideas fund. Ian has researched and managed portfolios covering a broad range of asset classes including a period based in Australia. Ian did his first degree in Economics and a MSc in Economics and Finance at the University of Warwick He completed the IIMR qualification in Summer 1999 and is an Associate of the United Kingdom Society of Investment Professionals (ASIP), a member of the CFA Institute and a member of the CAIA association.