Quick Stats

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
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 GB00BDFYD862 Min TopUp (£) 0.00

Fund Objective

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.

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