Quick Stats

Bid Price - Offer Price -
Mid Price GBX 115.00 Day Change GBX +0.10 (0.09%)
Price Date 21 Nov 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 4,802,958.05
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 GB00BDFYDH59 Min TopUp (£) 1,000.00

Fund Objective

The APP Balanced fund aims to deliver a real return, ahead of cash over the long term. The Fund is riskier than the APP Income Fund but has the potential to give you higher returns. It is anticipated that a substantial proportion of the total return will come from income. The Fund can invest across all asset classes and adopts a moderate risk approach.

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