Quick Stats

Bid Price - Offer Price -
Mid Price USX 100.00 Day Change USX 0.00 (-0.05%)
Price Date 26 Jul 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 1,799,215.37
Launch Date 01/02/2016 Standard Initial Charge (%) 0.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BDFYDY25 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 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