FP Balanced Portfolio Overlay C

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 112.39 Day Change GBX -1.08 (-0.95%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.06 %
Total Expense Ratio 0.83 Fund Size 461,090,300.00
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 (%) 0.83
ISIN GB00BYV0VP81 Min TopUp (£) 1,000,000.00

Fund Objective

Generate both growth and income over the longer term (7 to 8 years) and complement Tatton’s Balanced Managed portfolio’s ongoing investment management.

Fund Managers

Sam Leary