FP Cautious Portfolio Overlay C

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.84 Day Change GBX +0.22 (0.19%)
Price Date 26 May 2017 Crown Rating
Shares Class Inc. Yield 1.01 %
Total Expense Ratio 0.65 Fund Size 285,853,500.00
Launch Date 07/12/2015 Standard Initial Charge (%) 10.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.25 Sector IMA UK Equity Income
Min Investment (£) 2,500,000.00 Total Expense Ratio (%) 0.65
ISIN GB00BYV0VN67 Min TopUp (£) 1,000,000.00

Fund Objective

Generate a combination of income and growth based return, with the aim to achieve above inflation investment total return over the longer term (5 to 7 years) and complement Tatton’s Cautious Managed portfolio’s ongoing investment management.

Fund Managers

Sam Leary