Quick Stats

Bid Price - Offer Price -
Mid Price GBX 141.80 Day Change GBX +0.10 (0.07%)
Price Date 17 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.13 %
Total Expense Ratio 0.00 Fund Size 36,768,600.00
Launch Date 31/03/2011 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 (%) 0.00
ISIN GB00B5TK4471 Min TopUp (£) 1,000.00

Fund Objective

The Libero Balanced Fund aims to produce a balance between income and capital growth through a balanced investment strategy by investing in a well diversified spread of equities, bonds, and collective funds from each asset class and/or geographical sector. We have an active approach to stock-picking in UK and overseas markets. Where we feel that it would be more appropriate to access a particular asset class or geographical region through a collective fund, our independence allows us to select the best performing collective funds in the market place, without any affiliation to, or over-reliance on, one single investment house.

Fund Managers

William Buckhurst
William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Quilter Cheviot in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the Libero Balanced Fund and the Climate Assets Fund and sits on Quilter Cheviot’s external fund selection committee.
Alan McIntosh
Alan began his career as a fund manager in 1982 at Scottish Life, followed by Municipal Mutual and BZW Investment Management. He joined Credit Suisse Asset Management in 1994 as UK Market Strategist, before moving in 1999 to Laing & Cruickshank Investment Management, where he ran the Model Portfolios and was Senior Equity Strategist. Alan continued in this role at UBS Wealth Management following their acquisition of Laing & Cruickshank in 2004, and was appointed Executive Director. He joined Quilter Cheviot in 2006 as Chief Investment Strategist.