Quick Stats

Bid Price - Offer Price -
Mid Price GBX 246.90 Day Change GBX +0.80 (0.33%)
Price Date 11 Dec 2018 Crown Rating 3
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 0.00 Fund Size 93,646,900.00
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 (£) 100,000.00

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

Chris Higman
Christopher Higman is an LDI Portfolio Manager in the LDI team and is the alternate fund manager on numerous large bespoke and segregated LDI portfolios. Chris joined BMO Global Asset Management in September 2006 with an MPhys degree in Theoretical Physics from Exeter University and is a CFA Charterholder.
Nabil Owadally
Nabil Owadally is a Director in the LDI Portfolio Management team, having joined BMO Global Asset Management in March 2011. Nabil manages a range of mandates on behalf of UK and European pension fund clients ranging from the passive to the more discretionary. Nabil is active in the policy debate around derivatives market structure as a participant in Sterling and Euro working groups on risk free rates, and as a frequent contributor in panel discussions and derivatives publications. Nabil previously worked at Towers Watson in their structured products team. Nabil has passed all his Institute of Actuaries examinations and also has an MSc in Actuarial Finance from Imperial Business School.