Libero Strategic A Ret Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 148.00||Day Change||GBX +0.20 (0.14%)|
|Price Date||27 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.43 %|
|Total Expense Ratio||0.00||Fund Size||8,006,329.29|
|Launch Date||16/10/2009||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B4P9Z822||Min TopUp (£)||0.00|
The Strategic Fund aims to achieve capital growth over the medium term, focusing on capital protection as well as capital appreciation.The Strategic Fund aims to be more stable than the average Growth fund and aims to have a lower volatility than the benchmark for this sector, which is the Growth Benchmark set by the Wealth Management Association.
After graduating from Cambridge in 1980 with a degree in natural sciences, David began his investment career as a stockbroker at Sheppards and Chase, before moving to Fleming Private Asset Management where he was a member of the executive committee, chairman of the strategy and stock selection committees and head of charities. Following the takeover of Flemings in 2000, David became managing director and head of the UK private client investment team at JP Morgan Private Bank before moving to the Royal Bank of Canada to run the British Isles investment business. David joined the company in 2007.