Quick Stats

Bid Price - Offer Price -
Mid Price GBX 113.70 Day Change GBX -0.40 (-0.35%)
Price Date 21 Aug 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 4,702,210.55
Launch Date 01/02/2016 Standard Initial Charge (%) 0.00
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 GB00BDFYDF36 Min TopUp (£) 0.00

Fund Objective

The objective of the Fund is to deliver income and capital growth over the longer term. This Portfolio aims to provide a return by giving exposure to underlying investments that generate both income and growth. It is designed for investors who can take moderate risks with their money and keep it invested for a number of years. A significant proportion of the Portfolio is invested in equities, with a focus on dividend-paying companies. The Portfolio is more risky than the Cautious Portfolio but has the potential to give you higher returns.

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