Quick Stats

Mid Price GBX 70.47 Day Change GBX +0.12 (0.17%)
Price Date 12 Aug 2020 Crown Rating 1
Shares Class Acc. Yield 0.88 %
Last Ex-Dividend Date 01 April 2020 Dividend Frequency Annually
Sector Volatility Managed Fund Size 69,180,734.14
Launch Date 20/09/2010 Standard Initial Charge 0.00%
Ongoing cost 1.04% Annual Management Charge 0.47%
ISIN GB00B5401V86 Sedol B5401V8

Fund Objective

To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the MyFolio Multi-Manager range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level I, which aims to be the lowest risk fund in this range.

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.
Katie Trowsdale
Katie Trowsdale is a fund manager, having joined from Gartmore in 2011. She was previously at Kleinwort Benson Private Bank and Heartwood Wealth.