JPM Balanced Managed C Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 129.00 Day Change GBX -0.70 (-0.54%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 1.04 %
Total Expense Ratio 0.83 Fund Size 49,146,142.49
Launch Date 31/08/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.83
ISIN GB00BD3Q6G30 Min TopUp (£) 100,000.00

Fund Objective

The Fund aims to provide long-term capital growth by investing in a global portfolio of assets.

Fund Managers

Talib Sheikh
Talib is a portfolio manager for the Multi-Asset Solutions Group, based in London. He is primarily responsible for managing total return portfolios and is a member of the Global Strategy Team which establishes broad macroeconomic themes that are reflected across all portfolios managed globally by the team. Talib has managed balanced and tactical asset allocation overlay accounts since 2002. An employee since 1998, he was previously an Assistant Portfolio Manager in the derivatives implementation team in London. He is a CFA charterholder.