Elite Income Plan Cash Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 120.64||Day Change||GBX -0.35 (-0.29%)|
|Price Date||10 Sep 2014||Crown Rating|
|Shares Class||Inc.||Yield||0.07 %|
|Total Expense Ratio||0.22||Fund Size||705,300.00|
|Launch Date||18/10/1999||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000.00||Total Expense Ratio (%)||0.22|
|ISIN||GB0008778069||Min TopUp (£)||1,000.00|
The purpose of the Fund is to facilitate the efficient operation of WAYâ€™s financial solutions and packages. In that regard it will be used in tandem with other WAY funds and/ or within our tax-efficient structures. The Fund is not marketed as a â€˜Stand-aloneâ€™ investment vehicle.
Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruikshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients.