|Bid Price||-||Offer Price||-|
|Mid Price||GBX 402.19||Day Change||GBX -1.70 (-0.42%)|
|Price Date||27 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.18 %|
|Total Expense Ratio||0.88||Fund Size||67,166,500.00|
|Launch Date||26/01/2004||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.88|
|ISIN||GB00B5TP8W88||Min TopUp (£)||0.00|
The investment objective of the MI THORNBRIDGE GLOBAL OPPORTUNITIES FUND is to seek capital & income growth from investments identified across global equity and/or bond markets. The manager may also choose to hold Government securities, collective investment schemes, and cash & money market instruments as appropriate in achieving the overall objective of the fund. Please note that the themes currently being pursued by the manager lead it to invest in a number of higher risk emerging economies.
Anthony has been lead manager on the Global Opportunities Fund since 2005. As well as running the fund, Anthony continues to be a senior investment manager at JM Finn & Co. Anthony graduated from Bangor University with a BA in Economics and is a member of the CISI (Chartered Institute for Securities & Investment). Prior to joining JM Finn in 2001, Anthony was with Greig Middleton which he joined in 1990.
Isabella Galliers Pratt
Isabella has been working with Anthony on the Global Opportunities Fund since November 2010. After graduating from Bristol University, Isabella did an internship with UBS before joining Key Asset Management in 2001 (part of SEB, Swedish Bank) as an analyst. She then worked for Hargreave Hale focusing on the VCTs and assisting with the management of an asset allocation model before joining JM Finn in January 2010. Isabella holds the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD).