Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.37 Day Change GBX -0.14 (-0.11%)
Price Date 16 Jan 2018 Crown Rating
Shares Class Inc. Yield 1.60 %
Total Expense Ratio 1.92 Fund Size 87,000,000.00
Launch Date 29/07/2014 Standard Initial Charge (%) 3.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 3,000.00 Total Expense Ratio (%) 1.92
ISIN GB00BP4VN048 Min TopUp (£) 1,000.00

Fund Objective

A balanced multi asset portfolio seeking investment returns via a combination of income and capital growth assets.

Fund Managers

Simon Nicholas
Simon Nicholas - Fund Manager of the SVS Brown Shipley Multi-Asset Cautious, Income, Balanced, Growth and Dynamic Funds. Simon joined Brown Shipley in 2010 and was previously MD, Private Clients for Mercater Capital Management. He was responsible for the management of Private clients, portfolio performance and investment strategy specialising in collective investment schemes. Simon has a wealth of investment management experience having also worked for Aberdeen Asset Management and Cazenove Fund Management.
Paul Weyers
Paul joined Brown Shipley in April 2014 as an Investment Analyst. He became interested in investment after winning a virtual stock market challenge at St Andrews University and gaining an internship at Alliance Trust. After completing his Financial Economics degree in 2007 he joined the graduate programme at Alliance Trust, progressing to the UK Equity team as an analyst with responsibility for the Financial and Technology sectors. Previous to Brown Shipley Paul worked at the Co-Op Asset Management where the focus is on Socially Responsible Investment. Paul is a CFA charterholder.