|Bid Price||-||Offer Price||-|
|Mid Price||GBX 126.58||Day Change||GBX -0.13 (-0.10%)|
|Price Date||25 May 2018||Crown Rating|
|Shares Class||Inc.||Yield||0.91 %|
|Total Expense Ratio||2.68||Fund Size||17,070,000.00|
|Launch Date||01/08/2007||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||0.15||Sector||Volatility Managed|
|Min Investment (£)||5,000.00||Total Expense Ratio (%)||2.68|
|ISIN||GB00B1Z8MN25||Min TopUp (£)||100.00|
The objective of the Fund is to achieve long-term capital growth.
Richard Philbin is Chief Investment Officer of Wellian Investment Solutions. He is also the inventor of the highly regarded and publicised ‘Traffic Light Analysis’ system of assessing funds. Prior to Wellian, he was AXA Architas Multi Manager’s Chief Investment Officer where he chaired the investment committee and helped the company go from a foundling business to a top 5 player in the multi manager space in the UK with responsibility for assets of over £7 bn. Previously, Richard was Head of Multi Manager at F&C Investments. Whilst at F&C he launched the successful LifeStyle range of funds. Assets grew from £100m to over £1bn during his tenure.