CFIC Oriel Global B Acc GBP

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 117.62 Day Change GBX +0.25 (0.21%)
Price Date 21 Oct 2016 Crown Rating 3
Shares Class Inc. Yield 0.20 %
Total Expense Ratio 0.00 Fund Size 25,103,735.51
Launch Date 30/09/1993 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BD3CNW68 Min TopUp (£) 5,000.00

Fund Objective

The investment objective of the Fund is to achieve long term total returns in excess of the Benchmark Index which is the MSCI World Index. The reference to total return means the return from the combination of capital growth and income. The combination of these returns aims to be more than the total return from the Benchmark Index over the medium to long term, which should be seen as five years plus. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not get back the original amount they invested.

Fund Managers

Richard Scrope
Richard brought the CFIC Oriel Global and CFIC Oriel European Funds to Oriel Asset Management in 2012. He began managing the funds at Williams de Broë in 2008 after the acquisition of Singer & Friedlander, where he worked on European mandates. Prior to this Richard served as a British Army officer and then worked at JP Morgan Chase Private Bank. Richard has a BSc (Hons) in Mathematics from the University of Edinburgh and is a Chartered Financial Analyst. He has 10 years of industry experience. In his spare time he enjoys skiing, mountaineering, opera, cricket and tennis.