Quick Stats

Mid Price GBX 122.80 Day Change GBX +0.20 (0.16%)
Price Date 13 Sep 2019 Crown Rating 2
Shares Class Inc. Yield 0.21 %
Last Ex-Dividend Date 01 July 2019 Dividend Frequency Semi-annually
Sector Volatility Managed Fund Size 14,420,000.00
Launch Date 07/05/2013 Standard Initial Charge 1.00%
Ongoing cost 2.81% Annual Management Charge 0.15%
ISIN GB00B9L59X23 Sedol B9L59X2

Fund Objective

The objective of the Fund is to achieve long term capital growth.

Fund Managers

Richard Philbin
Richard Philbin is Chief Investment Officer of Wellian Investment Solutions. He is also the inventor of the highly regarded and publicised ‘Traffic Light Analysis’ system of assessing funds. Prior to Wellian, he was AXA Architas Multi Manager’s Chief Investment Officer where he chaired the investment committee and helped the company go from a foundling business to a top 5 player in the multi manager space in the UK with responsibility for assets of over £7 bn. Previously, Richard was Head of Multi Manager at F&C Investments. Whilst at F&C he launched the successful LifeStyle range of funds. Assets grew from £100m to over £1bn during his tenure.