SVS Brown Shipley Balanced A Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 106.02||Day Change||GBX +0.55 (0.52%)|
|Price Date||7 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||1.65 %|
|Total Expense Ratio||1.92||Fund Size||80,000,000.00|
|Launch Date||29/07/2014||Standard Initial Charge (%)||3.50|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||3,000.00||Total Expense Ratio (%)||1.92|
|ISIN||GB00BP4VN154||Min TopUp (£)||1,000.00|
A balanced multi asset portfolio seeking investment returns via a combination of income and capital growth assets.
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.