SVS Brown Shipley Balanced A Inc

Quick Stats

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
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 GB00BP4VN154 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.