Quick Stats

Bid Price - Offer Price -
Mid Price GBX 168.92 Day Change GBX -0.04 (-0.02%)
Price Date 8 Dec 2017 Crown Rating 2
Shares Class Inc. Yield 1.33 %
Total Expense Ratio 1.48 Fund Size 49,000,000.00
Launch Date 20/01/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 1.48
ISIN GB00B3NGWQ53 Min TopUp (£) 1,000.00

Fund Objective

A multi asset portfolio seeking investment returns, via a focus on capital growth assets.

Fund Managers

Simon Nicholas
Simon Nicholas - Fund Manager of the SVS Brown Shipley Multi-Asset Cautious, Income, Balanced, Growth and Dynamic Funds. Simon joined Brown Shipley in 2010 and was previously MD, Private Clients for Mercater Capital Management. He was responsible for the management of Private clients, portfolio performance and investment strategy specialising in collective investment schemes. Simon has a wealth of investment management experience having also worked for Aberdeen Asset Management and Cazenove Fund Management.
Paul Weyers