|Bid Price||-||Offer Price||-|
|Mid Price||GBX 118.10||Day Change||GBX -0.23 (-0.19%)|
|Price Date||18 Aug 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.18 %|
|Total Expense Ratio||0.00||Fund Size||23,056,328.75|
|Launch Date||30/06/2014||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.50||Sector||IMA UK Equity Income|
|Min Investment (£)||50,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BKRC1948||Min TopUp (£)||100.00|
A globally diversified multi-asset fund that aims to achieve a positive return through varying market environments while maintaining a moderate level of volatility. The fund aims to achieve a positive return of cash + 5% pa that is independent of prevailing economic or market conditions over a medium to long term rolling period of at least five years whilst maintaining a moderate level of volatility. Capital is at risk and there is no guarantee that a positive return will be delivered over that or any time period.
Bryan is a Director within PanAgora’s Multi Asset group. He is responsible for the daily management of PanAgora’s Risk Parity Multi Asset and Diversified Factor Premia portfolios. A CFA charterholder, he joined PanAgora as a Portfolio Manager in 2005 and has been in the investment industry since 1997. Prior to joining PanAgora, Bryan was the Investment Portfolio Officer at the Federal Home Loan Bank of Boston. In that role, he was responsible for actively managing and hedging all of the Bank’s long-term portfolios. He has an undergraduate degree in economics from Boston College and a master of finance from Northeastern University.
Chief Investment Officer and Head of Research, Multi Asset, PanAgora Asset Management. Edward is the Chief Investment Officer of Multi Asset Strategies and Head of Multi Asset Research for PanAgora. In this role, his primary responsibilities include investment research, portfolio management and oversight of PanAgora’s Multi Asset group. Edward, who joined PanAgora in 2005, is a CFA charterholder and has been in the investment industry since 1996. Along with a career in investment management, Edward has also had a career in academic research. He is recognized as one of the pioneers of the risk parity method of building portfolios, which forms the basis for the CF Canlife Strategic Return Fund.