Quick Stats

Bid Price - Offer Price -
Mid Price GBX 108.81 Day Change GBX +0.24 (0.22%)
Price Date 17 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 1.00 Fund Size 13,692,500.00
Launch Date 15/08/2005 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 1.00
ISIN GB00BTGD2212 Min TopUp (£) 100.00

Fund Objective

The aim of the Fund is long-term capital growth, with a limited risk perspective, through conservative investment in a diversified portfolio of derivatives, collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.

Fund Managers

Richard Foley
Richard is a Chartered Wealth Manager and has 20 years’ experience managing investments for individuals, corporates and pension fund trustees. He joined WH Ireland after 10 years at Seymour Pierce where he developed the Core and Satellite trading strategies. Before Seymour Pierce he specialised in derivative-based strategies for hedging, risk management, income enhancement and speculation at Durlacher (now Panmure Gordon). He advocates the use of exchange traded funds for investment portfolios with a focus on asset allocation and, depending on the objective, some tactical overlay. He is a member of the CISI with a Masters in Wealth Management.