Quick Stats

Bid Price - Offer Price -
Mid Price GBX 121.40 Day Change GBX +0.10 (0.08%)
Price Date 20 Sep 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 1,932,468.57
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 GB00BDFYF131 Min TopUp (£) 0.00

Fund Objective

The objective of the Fund is to deliver capital growth over the longer term. A more adventurous Portfolio that aims to give you higher growth on your investment. As the riskiest Portfolio in the range, it is designed for those who are happy to take risks with their money and can keep it invested for five years or more. The Portfolio mainly invests in equities with more overseas exposure than the other Portfolios.

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