Quick Stats

Bid Price - Offer Price -
Mid Price GBX 115.30 Day Change GBX +0.70 (0.61%)
Price Date 20 Jul 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 3,847,423.35
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 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 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