Social Freehold Feeder Trust I
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.65 |
Fund Performance
Cumulative Performance
Discrete Performance
(No discrete data available for Social Freehold Feeder Trust I)
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.65 |
Cumulative Performance
Discrete Performance
(No discrete data available for Social Freehold Feeder Trust I)
| Fund Size | 6,430,000.00 | Launch Date | 18/05/2017 | Standard Initial Charge (%) | 1.00 |
|---|---|---|---|---|---|
| Currency | GBP | ISA Eligible | No | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 1.65 |
| ISIN | GB00BZ4TJG67 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.6060 (on 30/06/2017) |
SFFT is the feeder fund to the Social Freehold Fund (the Master Fund), a property authorised investment fund (PAIF). The objective of SFFT is to provide income and capital growth over the longer term in accordance with the Master Fund. All or substantially all of SFFT will be invested in the shares of the Master Fund (a sub-fund of ARC TIME:Funds) and any left over will be held as cash for liquidity purposes. It is generally intended for the pricing of units in SFFT to be identical to the pricing of their corresponding shares in the Master Fund. SFFTs investment policy means that it will have investment returns which are very similar to the Master Fund.
Roger Skeldon
Roger has over 10 years’ experience in fund management, finance and commercial property. At TIME Investments Roger is Assistant Fund Manager for the TIME:Freehold Income Authorised Fund as well as for TIME:Commercial Freehold Fund. Previously, Roger was an assistant director at Close Brothers Group PLC’s tax efficient and property funds division, with responsibilities across a number of commercial property funds. Roger holds a BA degree in Business and Financial Economics and is a chartered accountant.
Hugo James
Hugo has 20 years of financial services experience across investment banking, fixed income, insurance and principal finance as both principal and adviser. Prior to joining, Hugo worked in pension de-risking across investments, liability hedging and bulk annuities. He was previously CEO of PensionsFirst Capital; a Managing Director at Credit Suisse; and Director responsible for sales and structuring of bulk annuities at Legal & General and a member of the annuities management team.
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.