Wesleyan Low Risk Reward Growth X I

Quick Stats

Bid Price GBX 105.41 Offer Price GBX 110.28
Mid Price - Day Change GBX +-0.02 (0.02%)
Price Date 21 Feb 2017 Crown Rating
Shares Class Inc. Yield 0.80 %
Total Expense Ratio 0.00 Fund Size 10,200,000.00
Launch Date 06/06/2016 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ161R59 Min TopUp (£) 250.00

Fund Objective

The Fund aims to provide capital growth over the medium to long term.

Fund Managers

Paul Burton
Paul Burton has been the Fund Manager of the Low Risk funds since launch in January 2012. He has also managed the assets of the Wesleyan Staff Pension Scheme since 1998 and the Society’s Non Profit fund since 2012. He joined the Society in 1990 qualifying as an actuary in 1998, working as an investment analyst in the preceding five years.