S&W Starhunter Managed Acc
Latest (Mid) Price:
GBX 422.10
Day Change:
-0.68%
| Shares Class | Inc. |
|---|---|
| Yield | 0.28 |
| Total Expense Ratio | 1.73 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 19,000,000.00 | Launch Date | 01/09/1995 | Standard Initial Charge (%) | 6.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.05 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 1.73 |
| ISIN | GB0004945621 | Min Topup (£) | 50,000.00 | Ongoing Charge (%) | 1.6400 (on 31/01/2020) |
Fund Objective
To seek capital growth and increasing income principally through diversified investment in international equity markets including the UK.
Fund Managers
Hugh Giltrow
After graduation, Hugh began his investment management career with Lloyds, before moving to Kleinwort Benson in 1987 where he had specific responsibility for the management of its ‘Private’ Unit Trusts and the development of this area of its offering. Hugh joined Rothschild in November 2004, where he is responsible for advising individuals, families and trusts.
Andrew Griffin
He is a Director and Portfolio Manager within the Private Bank and a Fellow of the Securities Institute. Andrew joined Kleinwort Benson in 1985 and has considerable experience in managing both discretionary and non-discretionary portfolios for high net worth individuals, trusts, investment companies and charities. Between 1986 and 1993 he was also an equity research analyst for KBPB specialising in Hotels and Leisure and Media sectors. Currently, as well as his client responsibilities, Andrew is a member of the Private Bank Investment Policy Committee which sets asset allocation. In addition, Andrew follows the Pharmaceuticals, Beverages, Leisure and Hotels, and Tobacco Sectors for the Private Bank. Prior to joining the group Andrew obtained an honours degree in Natural Sciences from Durham University.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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