Quick Stats

Mid Price GBX 53.04 Day Change GBX -0.04 (-0.08%)
Price Date 15 Feb 2019 Crown Rating
Shares Class Acc. Yield 2.10 %
Last Ex-Dividend Date 02 January 2019 Dividend Frequency Annually
Sector Volatility Managed Fund Size 29,493,500.00
Launch Date 10/11/2017 Standard Initial Charge 5.00%
Ongoing cost 0.25% Annual Management Charge 0.25%
ISIN GB00BF99VZ45 Sedol BF99VZ4

Fund Objective

The Fund seeks to provide long term growth (combining capital and income) consistent with a balanced volatility level over the long term.

Fund Managers

Paul Niven
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the F&C Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999, after undertaking a fund management position in Pacific Basin Equities. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 (including large portfolios for insurance clients) and is Chair of the Investment Policy Group. He is responsible for strategic and tactical portfolio construction as well as manager selection across a variety of institutional mandates. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute.
Robert Plant
Robert Plant is a Director within the Multi-Asset team providing macro strategy input to a range of investment portfolios. Robert joined the group in October 2013 having previously worked for GLC’s Global Macro programme for six years where he was responsible for equity market research, investment analysis and risk management. Prior to this he was at Deutsche Bank as a securities analyst in the real estate asset management unit, responsible for valuing European companies. Robert has an honours degree in Business and Financial Economics from the University of Leeds.