Clerical Medical Balanced Managed

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 156.60 Day Change GBX 0.00 (0.00%)
Price Date 25 Nov 2016 Crown Rating 1
Shares Class Inc. Yield 1.92 %
Total Expense Ratio 1.00 Fund Size 10,402,189.19
Launch Date 01/03/2000 Standard Initial Charge (%) 3.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 1.00
ISIN GB0002020229 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Fund is to achieve long term capital growth for sterling based investors through a diversified portfolio of investments. The Investment Advisor will seek to achieve the objective of the Fund by using a combination of securities and cash to provide an appropriate balance between risk and reward.

Fund Managers

Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.