Quick Stats

Bid Price - Offer Price -
Mid Price GBX 151.92 Day Change GBX -0.16 (-0.11%)
Price Date 16 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 3.10 %
Total Expense Ratio 0.00 Fund Size 27,500,000.00
Launch Date 21/03/2005 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 3,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B92M6Y21 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Fund is to provide returns through a combination of capital growth and income whilst being managed so as to remain, over a market cycle, within a defined volatility range.

Fund Managers

Alan Durrant
Alan Durrant is Chief Executive Officer of Wellian Investment Solutions. Previous roles for Alan were Group Chief Investment Officer at The National Bank of Abu Dhabi (NBAD) and prior to NBAD, was Head of Asset Management at Gulf Finance House. Before moving to the Middle East, Alan was Chief Investment Officer at Skandia Investment Management and Chairman of the investment committee. During his tenure the firm won the Best MultiManager at the prestigious Money Marketing Awards in three consecutive years. Whilst at Skandia, Alan conceived and launched the immensely popular Global Best Ideas and Asset Allocator ranges. Prior to Skandia, he was at Hargreaves Lansdown for 12 years, latterly as Investment Director.
Richard Philbin
Richard Philbin is Chief Investment Officer of Wellian Investment Solutions. He is also the inventor of the highly regarded and publicised ‘Traffic Light Analysis’ system of assessing funds. Prior to Wellian, he was AXA Architas Multi Manager’s Chief Investment Officer where he chaired the investment committee and helped the company go from a foundling business to a top 5 player in the multi manager space in the UK with responsibility for assets of over £7 bn. Previously, Richard was Head of Multi Manager at F&C Investments. Whilst at F&C he launched the successful LifeStyle range of funds. Assets grew from £100m to over £1bn during his tenure.