Stan Life Wealth Balanced Bridge Z

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 67.71 Day Change GBX +0.35 (0.52%)
Price Date 26 May 2017 Crown Rating 3
Shares Class Inc. Yield 2.92 %
Total Expense Ratio 0.00 Fund Size 560,000,000.00
Launch Date 23/12/1998 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BLBND503 Min TopUp (£) 0.00

Fund Objective

To provide a combination of income and growth through a portfolio of UK and international securities. The Fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions.

Fund Managers

Johnathan Bell
He joined Newton Investment Management in 1995. He is a Director of Investment management (Global Funds). He is a associate Member of the United Kingdom Society of Investment Professionals (UKSIP), MA. He is responsible for handling Global Funds. He is a chairman of the Multi-Asset Model Group & the Research Prioritisation Group. He is al so the member of Global Investment Group & Portfolio Analysis Group.