WAY MA Cautious Portfolio S Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 116.99||Day Change||GBX +0.06 (0.05%)|
|Price Date||26 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.08 %|
|Total Expense Ratio||1.88||Fund Size||26,300,000.00|
|Launch Date||23/06/2008||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||0.95||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.88|
|ISIN||GB00BGH13Q46||Min TopUp (£)||1,000.00|
The objective of the Fund is to seek capital growth, achieved through investment in a portfolio of collective investment schemes, investment trusts, other transferable securities including listed securities, cash or near cash, deposits and money market instruments.
Paul has managed discretionary portfolios and multi-manager funds for more than 30 years. He was instrumental in setting up Investment Manager Selection Ltd with Richard Timberlake and Peter O’Connor in 1999 and the subsequent growth of the business. In 2008, IMS was bought by BNP Paribas and re-named Fundquest, with Paul being responsible for the management of the IMS funds and client funds, including three for Aviva Investors. Paul has also managed discretionary portfolios and services at Capel Cure Myers and Sun Life Portfolio Counselling Services (AXA Sun Life).