Quick Stats

Bid Price - Offer Price -
Mid Price GBX 108.80 Day Change GBX -0.40 (-0.37%)
Price Date 15 Sep 2017 Crown Rating
Shares Class Inc. Yield 1.13 %
Total Expense Ratio 0.00 Fund Size 96,000,000.00
Launch Date 24/06/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BWDBH916 Min TopUp (£) 0.00

Fund Objective

The investment objective of the SVS TPI Defensive 2 Fund is to generate some capital growth and income growth while seeking to protect against the risk of a significant loss of capital, through diversified exposure, directly or indirectly, to equity and fixed income markets. The Fund will aim to achieve this by investing almost exclusively in other collective investment schemes which themselves have an equity and fixed income focus.

Fund Managers

True Potential Investments