Quick Stats

Mid Price GBX 101.30 Day Change GBX +0.50 (0.50%)
Price Date 24 Apr 2019 Crown Rating 4
Shares Class Acc. Yield 1.63 %
Last Ex-Dividend Date 02 July 2018 Dividend Frequency Annually
Sector Volatility Managed Fund Size 291,644,794.57
Launch Date 09/09/2010 Standard Initial Charge 4.00%
Ongoing cost 0.69% Annual Management Charge 0.60%
ISIN GB00B4XXTK68 Sedol B4XXTK6

Fund Objective

The Sub-fund aims to provide growth over the long term while being managed to a defined level of risk. The Sub-fund is one of the five Sub-funds in the MyFolio Market range each of which offers a different level of expected investment risk and return. Each Sub-fund’s risk target is expressed as a percentage of the expected risk of global equities (defined as MSCI World Index, 100% hedged to GBP) on a 10 year time horizon. This fund targets risk (volatility) in the range of 70-110% global equities and aims to optimise returns through investment in a portfolio of passively managed funds.

Fund Managers

Bambos Hambi
Bambos has over 20 years investment experience of which almost 10 years is in managing retail fund of funds, this length of fund of fund experience is almost unrivalled. Bambos graduated with a degree in Mathematics from the University of London. Bambos began his career in 1978 at Legal & General in the actuarial department before moving to the investment division. He joined Morgan Stanley Quilter in 1987 to manage pension funds and discretionary equity portfolios for high net worth clients. In this role, he was responsible for analysing and picking equities and constructing portfolios. This experience of direct stock selection & portfolio construction is exceptionally rare within fund of fund managers. He progressed to head up a team of four, managing portfolios which held collective investments such as unit trusts. He moved to Friends Ivory Sime in 1997 to manage 3 Fund of Funds before joining Rothschild in 2001 to head up the Fund of Fund Desk and run almost £1bn in assets. Bambos and his team joined Gartmore in November 2003 to build up its' Multi-Manager business.