Quick Stats

Bid Price - Offer Price -
Mid Price GBX 127.16 Day Change GBX -0.13 (-0.10%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.71 Fund Size 5,580,000.00
Launch Date 07/05/2013 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.15 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 2.71
ISIN GB00B9MCC993 Min TopUp (£) 100.00

Fund Objective

The objective of the fund is to achieve long-term capital growth.

Fund Managers

Tom McGrath
Tom McGrath’s first fund was the Miton Special Situations portfolio which he ran from June 2001 through to 2007 which was a top performer under his tenure. He subsequently launched the UK's first retail Multi Asset Fund Miton Arcturus in 2006. In 2008 he founded Apollo Multi Asset Management , running the Apollo Balanced Fund which exceeded its cash plus 5% annualised target. In December 2014 he joined 8AM GLOBAL as a Partner and took over management of the Focussed Fund, which adopts a sensible approach to asset allocation and looks to invest in strong secular themes.
Andrew Merricks
Andrew Merricks has been running discretionary money as Head of Investments at Skerritt Wealth Management across multi strategies since 2004 where he has helped the firm win numerous awards for consistent out performance over the years. At the beginning of 2017, whilst still managing money for Skerritts , he joined the 8AM GLOBAL fund management team and has specific responsibility for managing the Focussed fund with Tom.