FP 8AM Focussed C
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 100.00||Day Change||GBX 0.00 (0.00%)|
|Price Date||25 May 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||3.06||Fund Size||2,910,000.00|
|Launch Date||07/05/2013||Standard Initial Charge (%)||1.00|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||3.06|
|ISIN||GB00B9MCNZ29||Min TopUp (£)||0.00|
The objective of the fund is to achieve long-term capital growth.
Tom McGrath’s first fund was the Miton Special Situations portfolio which he ran from June 2001 through to 2007 which was a top performer under his tenure. He subsequently launched the UK's first retail Multi Asset Fund Miton Arcturus in 2006. In 2008 he founded Apollo Multi Asset Management , running the Apollo Balanced Fund which exceeded its cash plus 5% annualised target. In December 2014 he joined 8AM GLOBAL as a Partner and took over management of the Focussed Fund, which adopts a sensible approach to asset allocation and looks to invest in strong secular themes.