Quick Stats

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
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 GB00BDFYDN10 Min TopUp (£) 0.00

Fund Objective

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.

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