WAY Global Cautious Portfolio S Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 113.19 Day Change GBX +0.28 (0.25%)
Price Date 21 Oct 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.69 Fund Size 57,400,000.00
Launch Date 28/02/2005 Standard Initial Charge (%) 2.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.95 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 1.69
ISIN GB00BG1QH526 Min TopUp (£) 5,000.00

Fund Objective

The objective of the Company is total investment return, through conservative investment in a diversified portfolio of collective investment schemes, investment trusts, other listed securities, cash or near cash, deposits and money market instruments.

Fund Managers

Gill Lakin
Gill Lakin has 22 years’ experience in the investment industry. Prior to joining Brompton, Gill was chief investment officer at Thornhill Investment Management, where she managed the investment team, the fund selection process and the asset allocation process, which involved all major asset classes. A graduate of Somerville College, Oxford, Gill worked previously at Société Générale Asset Management as head of UK research and at Prudential Portfolio Managers.