WAY Global Cautious Portfolio T Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 116.03||Day Change||GBX +0.04 (0.03%)|
|Price Date||23 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||1.99||Fund Size||57,009,700.00|
|Launch Date||28/02/2005||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||10,000.00||Total Expense Ratio (%)||1.99|
|ISIN||GB00B99NHW38||Min TopUp (£)||5,000.00|
The objective of the Company is total investment return, through conservative investment in a diversified portfolio of collective investment schemes, investment trusts, other listed securities, cash or near cash, deposits and money market instruments.
Gill Lakin has 22 yearsââ‚¬â„¢ experience in the investment industry. Prior to joining Brompton, Gill was chief investment officer at Thornhill Investment Management, where she managed the investment team, the fund selection process and the asset allocation process, which involved all major asset classes. A graduate of Somerville College, Oxford, Gill worked previously at Société Générale Asset Management as head of UK research and at Prudential Portfolio Managers.
Sean has worked in financial services for 16 years and is a CFA charterholder. Prior to joining Brompton, he was an investment adviser within Barclays’ Global Banking & Investments Solutions division, having previously been a Barclays Wealth quantitative analyst. Sean began his career as a Credit Suisse risk analyst and developer. He has a BSc Hons degree in artificial intelligence and computer science from Edinburgh University.