|Bid Price||-||Offer Price||-|
|Mid Price||GBX 118.40||Day Change||GBX -0.60 (-0.50%)|
|Price Date||18 Aug 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||2,259,781.02|
|Launch Date||01/02/2016||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.65||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BDFYD862||Min TopUp (£)||0.00|
The objective of the Fund is to deliver capital growth over the longer term. This Portfolio aims to give you long-term growth on your investment with less risk than the Aggressive Growth Portfolio. It is designed for investors who are prepared to take moderate to high risks with their money and can keep it invested for a number of years. The Portfolio has more exposure to equities than the less risky Portfolios, but is still diversified across other asset classes.
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.