CCM CFS Balanced Opportunities A Ac
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 76.82||Day Change||GBX -1.32 (-1.69%)|
|Price Date||30 Sep 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||1.71||Fund Size||6,228,500.00|
|Launch Date||10/04/2007||Standard Initial Charge (%)||7.00|
|Annual Management Charge (%)||1.30||Sector||IMA UK Equity Income|
|Min Investment (£)||50,000.00||Total Expense Ratio (%)||1.71|
|ISIN||GB00B1W08W21||Min TopUp (£)||50,000.00|
To provide medium to long term capital and income growth.
Andrew Harwood qualified as an Associate of the Chartered Insurance Institute in 1977 and has over 30 years of industry experience, including various management roles with major insurance companies. Andrew attained his Advanced Financial Planning qualifications in 1995 and the Investment Management Certificate in 2003, enabling him to offer discretionary portfolio management.