FP Cautious Portfolio Overlay C

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 114.64 Day Change GBX 0.00 (0.00%)
Price Date 25 Oct 2016 Crown Rating
Shares Class Inc. Yield 0.07 %
Total Expense Ratio 0.71 Fund Size 233,527,900.00
Launch Date 07/12/2015 Standard Initial Charge (%) 10.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.25 Sector IMA UK Equity Income
Min Investment (£) 2,500,000.00 Total Expense Ratio (%) 0.71
ISIN GB00BYV0VN67 Min TopUp (£) 1,000,000.00

Fund Objective

Generate a combination of income and growth based return, with the aim to achieve above inflation investment total return over the longer term (5 to 7 years) and complement Tatton’s Cautious Managed portfolio’s ongoing investment management.

Fund Managers

Sam Leary