CFIC Oriel Global B Acc GBP
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 120.91||Day Change||GBX +1.17 (0.98%)|
|Price Date||16 Jan 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.39 %|
|Total Expense Ratio||0.00||Fund Size||25,711,071.81|
|Launch Date||30/09/1993||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||10,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BD3CNW68||Min TopUp (£)||5,000.00|
The investment objective of the Fund is to achieve long term total returns in excess of the Benchmark Index which is the MSCI World Index. The reference to total return means the return from the combination of capital growth and income. The combination of these returns aims to be more than the total return from the Benchmark Index over the medium to long term, which should be seen as five years plus. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not get back the original amount they invested.
Richard brought the CFIC Oriel Global and CFIC Oriel European Funds to Oriel Asset Management in 2012. He began managing the funds at Williams de Broë in 2008 after the acquisition of Singer & Friedlander, where he worked on European mandates. Prior to this Richard served as a British Army officer and then worked at JP Morgan Chase Private Bank. Richard has a BSc (Hons) in Mathematics from the University of Edinburgh and is a Chartered Financial Analyst. He has 10 years of industry experience. In his spare time he enjoys skiing, mountaineering, opera, cricket and tennis.