|Bid Price||-||Offer Price||-|
|Mid Price||GBX 120.39||Day Change||GBX +0.26 (0.22%)|
|Price Date||20 Sep 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.78 %|
|Total Expense Ratio||0.96||Fund Size||55,879,300.00|
|Launch Date||22/02/2016||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.40||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.96|
|ISIN||GB00BD8R5J76||Min TopUp (£)||1,000.00|
The objective of the Sub-fund is to seek, through a combination of capital growth and income, returns above the IA Mixed Investment 40-85% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).
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 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.