| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.86 |
Cumulative Performance
Discrete Performance
(No discrete data available for FP Matterley Bond Opportunities B I)
| Fund Size | 121,300.00 | Launch Date | 20/05/2015 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.15 |
| Sector | IMA UK Equity Income | Min Investment (£) | 20,000,000.00 | Total Expense Ratio (%) | 0.86 |
| ISIN | GB00BW0DLL08 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.8600 (on 30/10/2015) |
The Fund aims to achieve a positive total return per annum over an investment period of 3 years, combining both income and capital growth, through global investment in transferable securities, ETFs and derivatives. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over the 3 year investment period or in respect of any other period.
Peter Geikie-Cobb
Peter Geikie-Cobb, a Managing Director, was educated at Eton College. After six years fund management experience with a leading global investment firm, he joined the Group in 1992. He is the Investment Officer of the Global Bond Team, specialising in the management of global fixed income portfolios. Peter is the Chairman of the Investment Officers Group.
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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