Quick Stats

Mid Price GBX 105.56 Day Change GBX 0.00 (0.00%)
Price Date 12 Aug 2020 Crown Rating 1
Shares Class Inc. Yield 0.02 %
Last Ex-Dividend Date 02 January 2020 Dividend Frequency Semi-annually
Sector Volatility Managed Fund Size 12,940,000.00
Launch Date 07/05/2013 Standard Initial Charge 1.00%
Ongoing cost 2.61% 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

Tom McGrath
Tom began his career in 1988 when he joined Invesco Perpetual. He subsequently joined Close in 1999 to work on the development of structured products for the UK retail market. After leaving Close, Tom joined Miton Investments where he achieved notable success managing Miton Special Situations and pioneered the UK multi asset concept with the launch of the CF Miton Arcturus Fund. In 2008 he founded Apollo Multi Asset Management and received the FE Alpha Manager for the IFDS Apollo Balanced Fund. Tom joined 8AM Global as a Partner in December 2014 and in February 2016 assumed responsibility for the Abacus GBP Structured Product Fund which is promoted by IDAD.
Anthony Walters
Anthony has been a Quant Analyst at Clever Adviser Technology since 2014 specialising in fund technical analysis. On 8th June 2020 he assumed the position of co-Portfolio Manager on the 8AM Multi Strategy funds. He holds the Investment Management Certificate (IMC), the Diploma in Regulated Financial Planning (DipPFS) and is studying to become a CFA Charterholder.