Quick Stats

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
Currency GBX ISA Eligible No
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

Fund Objective

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.

Fund Managers

Chris Godding
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.
Ben Seager-Scott