Quick Stats

Bid Price - Offer Price -
Mid Price GBX 110.70 Day Change GBX 0.00 (0.00%)
Price Date 27 Jul 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 1,743,194.49
Launch Date 01/02/2016 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BDFYD193 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 is a member of Morgan Stanley's Private Wealth Management division and has responsibility for multi-asset class portfolios. He joined Morgan Stanley in 2002 has nearly 20 years of experience in the investment management business, in both traditional fund management and hedge fund management. Previously, he led the Investment Group's Equity Team. Prior to joining the firm, Chris managed US funds for BZW in New York and Toronto. On his return to the UK, he joined Prolific, moved to establish the SocGen Technology Fund and then moved to Moore Capital, a long/short hedge fund. Chris received a degree in economics from Sussex University.
Ben Seager-Scott