|Bid Price||-||Offer Price||-|
|Mid Price||GBX 109.20||Day Change||GBX -0.30 (-0.27%)|
|Price Date||21 Aug 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||2,435,209.86|
|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||GB00BDFYDN10||Min TopUp (£)||0.00|
The objective of the Fund is to focus on the delivery of income with the potential for capital growth over the longer term. The Portfolio aims to pay you an income four times a year by giving more exposure to fixed income investments and income-paying equities than the other Portfolios. It is designed for investors who are happy to take a moderate amount of risk with their money.
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.