Quick Stats

Bid Price - Offer Price -
Mid Price GBX 114.95 Day Change GBX +0.43 (0.38%)
Price Date 13 Dec 2018 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.81 Fund Size 10,490,000.00
Launch Date 07/05/2013 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.15 Sector Volatility Managed
Min Investment (£) 0.00 Total Expense Ratio (%) 2.81
ISIN GB00B9L59X23 Min TopUp (£) 0.00

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.