Quick Stats

Bid Price - Offer Price -
Mid Price GBX 60.62 Day Change GBX -0.02 (-0.03%)
Price Date 26 Jul 2017 Crown Rating 4
Shares Class Inc. Yield 1.40 %
Total Expense Ratio 0.00 Fund Size 31,117,900.00
Launch Date 02/12/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BG5GMB95 Min TopUp (£) 100,000.00

Fund Objective

The Fund aims to secure a return combining capital and income. The Fund's risk profile matching portfolio will invest in cash, government and corporate bonds with the balance split between exposure to a range of equities and an allocation to property, all primarily through collective investment schemes. The Fund may also invest directly and indirectly in transferable securities, money market instruments, and may use derivatives for investment purposes to increase, maintain and reduce its investment exposures.

Fund Managers

Gary Potter
Gary is co-head of the F&C multi-manager team. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Gary joined the group in 2007. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited, where he was a main board director and was jointly responsible for their multi-manager business. Gary began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Gary is a member of the Chartered Institute for Securities & Investment.
Robert Burdett
Rob is co-head of the F&C multi-manager team. He shares responsibility for the performance of the team’s portfolios with Gary Potter and leads research teams for UK, Japan and European equities. Rob joined the group in 2007. Prior to this he was at Credit Suisse from 2001, being jointly responsible with Gary Potter for their multi-manager funds. Prior to that he was at Rothschild Asset Management where he was a main board director and jointly responsible for their multi-manager business. Rob began his career in stockbroking in 1985, moving into multi-manager field in 1991. He is a chartered fellow of the Chartered Institute for Securities & Investment and holds their diploma.