|Bid Price||-||Offer Price||-|
|Mid Price||GBX 112.00||Day Change||GBX +0.20 (0.18%)|
|Price Date||17 Aug 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||2,226,949.60|
|Launch Date||01/02/2016||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BDFYCZ66||Min TopUp (£)||0.00|
The objective of the Fund is to deliver a return through a combination of income and capital appreciation whilst aiming to minimise the variability of returns. This Portfolio aims to provide a return while minimising investment risk. It is designed for cautious investors and is the least risky Portfolio in the range. The Portfolio has less exposure to overseas currencies and more exposure to fixed income investments.
Chris has 30 years on investment management experience both as a long-only and long-short manager. He has managed funds investing in global equities as well as multi-asset class portfolios. His experience in wealth management includes three years at a multifamily office and nine years at Morgan Stanley, where he was CIO.