Quick Stats

Bid Price - Offer Price -
Mid Price GBX 153.93 Day Change GBX -0.76 (-0.49%)
Price Date 28 Jun 2017 Crown Rating 1
Shares Class Inc. Yield 0.30 %
Total Expense Ratio 2.26 Fund Size 198,007,443.61
Launch Date 27/11/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.26
ISIN GB00B4SH9C59 Min TopUp (£) 500.00

Fund Objective

The CF Heartwood Growth Multi Asset Fund will aim to deliver capital growth from a diversified equity oriented portfolio. There is no guarantee that a positive return will be delivered.

Fund Managers

Jade Fu
Jade's role combines portfolio management with market research. Jade specialises in Asian and emerging market equities and she runs our Growth Investment Strategy. She joined Heartwood in early 2010 after three years of experience at Bank of America and Barclays Capital, where she worked in various roles in the capital markets including providing advice on investment and risk management solutions.Jade graduated from Imperial College London with a BSc (Hons) in Mathematics and an MSc in Finance. She is a Chartered Financial Analyst.