Quick Stats

Bid Price - Offer Price -
Mid Price GBX 268.50 Day Change GBX -3.10 (-1.14%)
Price Date 18 Jun 2018 Crown Rating 2
Shares Class Inc. Yield 1.10 %
Total Expense Ratio 0.00 Fund Size 107,067,800.00
Launch Date 28/01/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.30 Sector Specialist
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B4WHQ646 Min TopUp (£) 500,000.00

Fund Objective

The objective is to provide growth. The Manager combines exposure to UK equities with investment in securities issued by the UK government with some cash. The Fund invests predominantly in over-15 gilts and deposits, cash and/or near cash investments. UK equity exposure comprises FTSE 100 exchange traded futures.

Fund Managers

Alex Soulsby
Alex Soulsby joined the Group in July 2006 and is Head of Liability Driven Investment. He has spent the last 9 years managing the LDI investments for pensions and insurance clients. Prior to joining, Alex worked at JP Morgan where he spent 8 years as an interest rate specialist, modelling exotic derivatives and subsequently structuring derivatives hedges for UK financial institutions. Alex has a BSc in Economics from LSE and a BA in Philosophy and Politics from the University of Durham.
Chris Higman
Christopher Higman is a Derivatives Fund Manager in the Investment Solutions team. Chris joined F&C in September 2006 with an MPhys degree in Theoretical Physics from Exeter University and is a CFA Charterholder.
Nabil Owadally