Quick Stats

Bid Price - Offer Price -
Mid Price GBX 131.04 Day Change GBX +0.24 (0.18%)
Price Date 17 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.62 Fund Size 38,600,000.00
Launch Date 27/11/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.62
ISIN GB00BHBFST77 Min TopUp (£) 1,000.00

Fund Objective

The investment objective of the portfolio is to provide long term capital growth from a global portfolio of equities primarily through collective investment schemes. There may be occasions when the Investment Manager chooses to hold a high level of cash or money market instruments. There is no particular emphasis on any geographical area or any industrial or economic sector.

Fund Managers

Haig Bathgate
Haig is responsible for leading the Turcan Connell investment strategy and investment research processes. He is the lead manager of the CF TC Investment Funds. In addition to driving broad level asset allocation he also has specific research responsibility for hedge funds, UK equity funds and fixed income investments. He chairs the Asset Allocation & Implementation Committee, sits on the Investment Advisory Board and the Tax Efficient Schemes and Investments Committee.Haig joined Turcan Connell in 1997 as a Trainee Investment Manager. He was promoted to Investment Manager in 2000, Senior Investment Manager in 2003 and Investment Director in 2006. At the start of 2009, Haig was promoted to Principal and took leadership of Turcan Connell’s investment process. In April 2010, Haig assumed the role of Chief Investment Officer.Haig is a regular contributor to the Financial Times and has appeared on CNBC and Jeff Randall Live on Sky News among others.Qualifications are BA in Business Management from Heriot-Watt University,MSc in Investment Analysis from Stirling University,Chartered Financial Analyst and member of the CFA Institute.