Alliance Trust Sustainable Future D
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 117.40||Day Change||GBX +0.30 (0.26%)|
|Price Date||17 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.81 %|
|Total Expense Ratio||0.00||Fund Size||21,027,500.00|
|Launch Date||23/07/2014||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BMN90635||Min TopUp (£)||25,000.00|
The Fund aims for long-term growth and to produce some income. It will invest in a broad range of worldwide investments based on the fund manager's view of their long term return prospects. Typically, 45% of the Net Asset Value of the Fund will be invested in global equities and 55% in bonds and cash. For full investment objective and policy details please refer to the Prospectus.
Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.