WAY Freestyle Growth Portfolio Reta

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.08 Day Change GBX -0.02 (-0.02%)
Price Date 17 Mar 2014 Crown Rating 1
Shares Class Inc. Yield 0.03 %
Total Expense Ratio 1.33 Fund Size 4,000,000.00
Launch Date 30/07/2010 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.33
ISIN GB00B4X4Z674 Min TopUp (£) 0.00

Fund Objective

The Fund aims to achieve long-term capital appreciation. It focuses on delivering returns from investment across the eligible markets of the world. The investment adviser invests on an unconstrained basis, identifying and backing the diverse performance drivers of the moment across all asset classes and geographical sectors.

Fund Managers

Trevor Chanter
Trevor Chanter has more than 25 years' investment experience having managed equity, fixed Income and fund of fund portfolios over the years. His roles have included portfolio management and research as well as delivering technical and investment views to clients at all levels. He was a senior team member at NatWest Private Clients before managing a team at Collins Stewart and more recently worked at FundQuest (previously IMS) with particular responsibility for family offices and a number of institutional clients. Trevor is ideally suited to manage the WAY Global Portfolios as he was an early advocate of the use of Fund of Funds portfolio style funds for clients.