|Bid Price||-||Offer Price||-|
|Mid Price||GBX 143.12||Day Change||GBX -0.04 (-0.03%)|
|Price Date||27 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.40 %|
|Total Expense Ratio||1.55||Fund Size||866,090,960.86|
|Launch Date||27/11/2009||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000,000.00||Total Expense Ratio (%)||1.55|
|ISIN||GB00B5LJZM77||Min TopUp (£)||100,000.00|
The CF Heartwood Cautious Multi Asset Fund will aim to deliver a total return (the combination of income and growth of capital) through investments in a diversified range of asset types. There is no guarantee that a positive return will be delivered. The Fund will invest no more than 60% of its portfolio in equities.
Scott has been responsible for strategic asset allocation and risk management since joining Heartwood in 2008. He also manages client portfolios and runs our Cautious Investment Strategy, and has co-responsibility for heading fixed income research. Previously, Scott worked at Rothschild Wealth Management and Barclays Wealth as a Portfolio Strategist focusing on developing and managing stochastic-based strategic asset allocation tools, quantitative models and efficient portfolio implementation approaches. His investment career began at Robertson Stephens International, where he became a Senior Equity Analyst. Awarded a PhD in inorganic chemistry in 1991, Scott worked as a post-doctoral research fellow at Cambridge University and then a lecturer at Edinburgh University. In 2000, he gained an MBA from Cass Business School. He is a member of the Chartered Institute for Securities & Investment.