WAY MA Cautious Portfolio S Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 118.22||Day Change||GBX +0.08 (0.07%)|
|Price Date||21 Apr 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.07 %|
|Total Expense Ratio||1.84||Fund Size||27,500,000.00|
|Launch Date||23/06/2008||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||0.95||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.84|
|ISIN||GB00BGH13Q46||Min TopUp (£)||1,000.00|
The objective of the Fund is to seek capital growth, achieved through investment in a portfolio of collective investment schemes, investment trusts, other transferable securities including listed securities, cash or near cash, deposits and money market instruments.
Paul Kim has managed discretionary portfolios and multi-manager funds for more than 30 years. He was instrumental in setting up Investment Manager Selection Ltd (IMS) and the subsequent growth of the business. In 2008, IMS was bought by BNP Paribas and re-named Fundquest, with Paul being responsible for the management of IMS funds and client funds, including for Aviva Investors. In March 2011, Paul was appointed Head of Fund Selection and Multi-Manager at Liverpool Victoria Asset Management (LVAM). Paul has also managed discretionary portfolios and services at Capel Cure Myers, Sun Life Portfolio Counselling Services (AXA Sun Life), Christie Group Investment Management and Spencer Thornton Investment Management Services. Paul joined Liontrust in 2013.