WAY MA Cautious Portfolio S Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.54 Day Change GBX -0.01 (-0.01%)
Price Date 20 Jan 2017 Crown Rating 2
Shares Class Inc. Yield 0.08 %
Total Expense Ratio 1.84 Fund Size 26,600,000.00
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 has managed discretionary portfolios and multi-manager funds for more than 30 years. He was instrumental in setting up Investment Manager Selection Ltd with Richard Timberlake and Peter O’Connor in 1999 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 the IMS funds and client funds, including three for Aviva Investors. Paul has also managed discretionary portfolios and services at Capel Cure Myers and Sun Life Portfolio Counselling Services (AXA Sun Life).