FP Tellsons Endeavour RF Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 108.92 Day Change GBX 0.00 (0.00%)
Price Date 17 Feb 2017 Crown Rating
Shares Class Inc. Yield 1.44 %
Total Expense Ratio 1.36 Fund Size 25,000,000.00
Launch Date 31/01/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 3,000.00 Total Expense Ratio (%) 1.36
ISIN GB00BJ391F83 Min TopUp (£) 100.00

Fund Objective

The investment objective of the Fund is to seek to achieve long-term capital growth with less of the volatility of equities.

Fund Managers

Joseph Bunting
Joseph Bunting is a founder of Tellsons and Managing Partner responsible for the day to day running of the partnership. Joe chairs the weekly Endeavour investment review held with John and Christoph. Joe has 21 years of investment experience in corporate debt, merger and buyout financing, and multi-asset investments with Paribas, Goldman Sachs and Alliance Capital LLC. He worked with John for four years at Paribas and with Christoph for two years at Alliance. At Alliance, Joe saw the investment business grow from less than £5bn in 2003 to over £40 billion in 2009, advising £4 billion of institutional funds himself. Prior to his career in finance, Joe spent 6 years in marketing and consulting roles within the information systems, sports and leisure and drinks industries. Joe took an MA from Edinburgh University, specialising in History and Economics, after service with the British Army in Germany. Joe is an approved person under the regulatory supervision of the FCA