WAY MA Cautious Portfolio S Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.22 Day Change GBX +0.08 (0.07%)
Price Date 21 Apr 2017 Crown Rating 2
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
Currency GBX ISA Eligible No
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

Fund Objective

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.

Fund Managers

Paul Kim
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.