Quick Stats

Bid Price - Offer Price -
Mid Price GBX 170.78 Day Change GBX -0.01 (-0.01%)
Price Date 28 Jun 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.66 Fund Size 13,600,000.00
Launch Date 01/06/2009 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.66
ISIN GB00B4MTNF86 Min TopUp (£) 0.00

Fund Objective

The Balanced Managed Fund has been designed for investors who wish to see the real value of their capital growth whilst maintaining a relatively controlled level of volatility. The fund invests in a diversified portfolio of both equity and non-equity asset classes. The Fund will invest primarily in a diversified portfolio of funds (i.e. it is a fund of funds), and is benchmarked against The Investment Association Mixed Investment 40-85% Shares Sector Mean.

Fund Managers

Gavin Curran
Gavin has worked in the investment management business for almost twelve years. This has involved every aspect of investment management from currency trading to stock broking and latterly fund management. In his current role Gavin created Doherty PIC Ltd ABC Fund of Funds Portfolios in January 2004 and has managed these portfolios on an advisory basis from launch. During his 5 year tenure of the ABC portfolios Gavin has delivered outperformance during periods of both rising and falling markets.