Quick Stats

Bid Price - Offer Price -
Mid Price GBX 126.00 Day Change GBX +0.07 (0.06%)
Price Date 16 Oct 2017 Crown Rating
Shares Class Inc. Yield 0.17 %
Total Expense Ratio 2.05 Fund Size 896,255,412.60
Launch Date 27/11/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.05
ISIN GB00B4LNZL16 Min TopUp (£) 500.00

Fund Objective

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.

Fund Managers

Scott Ingham
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.