Quick Stats

Bid Price - Offer Price -
Mid Price GBX 119.99 Day Change GBX +0.24 (0.20%)
Price Date 15 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 0.97 %
Total Expense Ratio 1.06 Fund Size 27,000,000.00
Launch Date 31/01/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 1.06
ISIN GB00BJ391H08 Min TopUp (£) 0.00

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

Christoph Wiedebach
Christoph Wiedebach is a founder of Tellsons and the Managing Partner responsible for equity investments in the Fund. Christoph has 20 years of experience in international equities and multi-asset investments with Fidelity, Oppenheim Private Bank and Alliance Capital LLC. Christoph has managed industry sector portfolios with a value of EUR8bn as well as portfolio and research teams throughout his career. Most recently at Alliance, he joined the Portfolio Management Team overseeing £20bn of funds in the UK, and designed and launched their Global Diversified Growth multi-asset fund in 2011. Prior to his career in finance, he spent 3 years in the automotive industry with General Motors. Christoph is a fluent English, German and Spanish speaker. He has an engineering degree from Munich Technical University, an MBA from the University of Michigan and he holds the Investment Management Certificate. Christoph is a member of the Institute of Financial Services and an approved person under the regulatory supervision of the FCA.
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
John Bishop
John Bishop is a founder of Tellsons and the Managing Partner responsible for bond investments in the Fund. John has 34 years of investment experience in the international bond markets and fixed income investment industry. Trading bank regulatory capital instruments from 1981, John worked with and ran teams for Bank of America, Bankers Trust, Credit Suisse and Paribas, culminating there with a team of 15 and an investment book of over £3bn. In 1999 he took on the management of long term corporate bond portfolios for US hedge fund Caxton before co-founding his own bond investment company, Observatory Capital, in 2002. John served as CEO at Observatory, where assets peaked during this period at £300m, running the corporate bond and regulatory capital portfolios before leaving in 2009 to manage his own investments. John holds the Investment Management Certificate and is an approved person under the regulatory supervision of the FCA.