S&W Revera UK Dynamic Corporate
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 170.60||Day Change||GBX +0.70 (0.41%)|
|Price Date||21 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||2.13 %|
|Total Expense Ratio||0.00||Fund Size||65,000,000.00|
|Launch Date||29/09/2008||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B8350522||Min TopUp (£)||2,500,000.00|
To achieve long term capital growth through investment in fully listed and Aim - quoted equities. The investment adviser will retain the flexibility to invest in investment grade fixed income securities when the outlook for equities is less positive.
Glen is a founder Director of Revera. He has responsibility for the company’s overall operations. He is joint manager of the S&W Revera UK Smaller Companies Fund, and has investment responsibility across all funds for a number of market sectors. Glen’s investment approach is heavily influenced by historic data and an appreciation of both economic and business cycles. He has a background in the “real world” of food manufacturing, experience which occasionally proves invaluable in his analysis of consumer related sectors. Prior to founding Revera, Glen was a fund manager at Ivory & Sime plc (now F&C Asset Management plc). He started his career in 1993 at Scottish Amicable. He has a MA(Hons) in Political Economy and Economic History from University of Glasgow, and is a CFA Charterholder. Outside of Revera, Glen is a part time chauffeur for his three children, and keen wine drinker, rugby coach and golfer. His success at each of these is in that same order.