|Bid Price||-||Offer Price||-|
|Mid Price||GBX 170.78||Day Change||GBX -0.01 (-0.01%)|
|Price Date||28 Jun 2017||Crown Rating|
|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|
|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|
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.
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.