Quick Stats

Bid Price - Offer Price -
Mid Price GBX 142.89 Day Change GBX +1.54 (1.09%)
Price Date 27 Aug 2015 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.17 Fund Size 8,531,700.00
Launch Date 13/03/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.17
ISIN GB00B09DSF03 Min TopUp (£) 0.00

Fund Objective

The FP Matterley International Growth Portfolio aims to achieve long term capital growth from a diversified portfolio of predominantly collective investment schemes without restrictions to any geographic or industrial sector. The portfolio may include a variety of specialist funds to target higher levels of growth.

Fund Managers

Shauna Bevan
Shauna joined Charles Stanley in 2003 as Head of the Open-Ended Fund Research Desk, having spent four years working in the investment management division of Merrill Lynch. Her knowledge of the fund universe is extensive and is a major source of alpha for the bottom-up part of the fund’s investment process. In addition to her co-manager role on the fund, Shauna is the lead manager for the discretionary managed fund service known as the Collectives Portfolio Service. She has been co-manager since inception.