Quick Stats

Bid Price - Offer Price -
Mid Price GBX 397.12 Day Change GBX +0.48 (0.12%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.17 %
Total Expense Ratio 1.66 Fund Size 69,114,300.00
Launch Date 26/01/2004 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.66
ISIN GB0034116870 Min TopUp (£) 0.00

Fund Objective

The investment objective of the MI THORNBRIDGE GLOBAL OPPORTUNITIES FUND is to seek capital & income growth from investments identified across global equity and/or bond markets. The manager may also choose to hold Government securities, collective investment schemes, and cash & money market instruments as appropriate in achieving the overall objective of the fund. Please note that the themes currently being pursued by the manager lead it to invest in a number of higher risk emerging economies.

Fund Managers

Anthony Eaton
Anthony has been lead manager on the Global Opportunities Fund since 2005. As well as running the fund, Anthony continues to be a senior investment manager at JM Finn & Co. Anthony graduated from Bangor University with a BA in Economics and is a member of the CISI (Chartered Institute for Securities & Investment). Prior to joining JM Finn in 2001, Anthony was with Greig Middleton which he joined in 1990.
Isabella Galliers Pratt
Isabella has been working with Anthony on the Global Opportunities Fund since November 2010. After graduating from Bristol University, Isabella did an internship with UBS before joining Key Asset Management in 2001 (part of SEB, Swedish Bank) as an analyst. She then worked for Hargreave Hale focusing on the VCTs and assisting with the management of an asset allocation model before joining JM Finn in January 2010. Isabella holds the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD).