|Bid Price||-||Offer Price||-|
|Mid Price||GBX 153.93||Day Change||GBX -0.76 (-0.49%)|
|Price Date||28 Jun 2017||Crown Rating|
|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|
|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|
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.
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.