Quick Stats

Bid Price - Offer Price -
Mid Price GBX 53.40 Day Change GBX +0.46 (0.87%)
Price Date 21 Sep 2018 Crown Rating
Shares Class Inc. Yield 0.20 %
Total Expense Ratio 0.00 Fund Size 10,715,300.00
Launch Date 10/11/2017 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.25 Sector Volatility Managed
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BF99W177 Min TopUp (£) 5,000,000.00

Fund Objective

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

Fund Managers

Paul Niven
Paul Niven is Head of Multi-Asset Investment and Fund Manager of the Foreign and Colonial 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 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.