Quick Stats

Bid Price - Offer Price -
Mid Price GBX 109.16 Day Change GBX -0.07 (-0.06%)
Price Date 18 Jan 2018 Crown Rating
Shares Class Inc. Yield 1.08 %
Total Expense Ratio 0.92 Fund Size 17,799,072.64
Launch Date 22/02/2016 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.40 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.92
ISIN GB00BD8R5F39 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Sub-fund is to seek, through a combination of capital growth and income, returns above the IA Mixed Investment 0-35% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).

Fund Managers

Chris Rush
Chris has worked closely with Chris Metcalfe and the team for over three years at IBOSS Limited, monitoring individual fund performance, assisting and enabling decisions to be made on portfolio content. Chris graduated from Sheffield Hallam University with a Degree in Business Economics having studied modules in Corporate Treasury Management, International Financial Markets, Strategic Management and Industrial Economics. Chris is currently studying towards CFA Chartered Financial Analyst
Chris Metcalfe
Chris co-founded IBOSS Limited in 2008. Chris has earnt a reputation for building and maintaining successful model portfolios, running a close team to ensure they maintain their professional high standards; delivering an exceptional service and well researched portfolios with a consistent good track record. Chris has over 30 years’ experience in financial services.