|Bid Price||-||Offer Price||-|
|Mid Price||USX 112.90||Day Change||USX +0.30 (0.34%)|
|Price Date||19 Sep 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||4,835,163.41|
|Launch Date||01/02/2016||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BDFYDJ73||Min TopUp (£)||0.00|
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.
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.