| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 77,000,200.00 | Launch Date | 08/01/2020 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BGKG3L10 | Min Topup (£) | 100,000.00 | Ongoing Charge (%) | 1.0400 (on 31/01/2020) |
The Sub-Fund aims to achieve an annualised total return (net of fees) of 3.5% above the UK Consumer Prices Index over the medium term (i.e. 5 years) through exposure to a diversified range of asset classes. Out of this return, the Sub-Fund aims to provide a minimum income yield of 3% per annum. Notwithstanding that the Sub-Fund aims to achieve a positive return over the medium term, capital is in fact at risk and there is no guarantee that such return (income or capital) will be achieved over that time period or within another time period.
Gemma Woodward
Gemma joined Quilter Cheviot in 2015. She has over twenty years' investment experience, and has spent the majority of that time focused on the charity sector, and specifically clients with complex ethical and socially responsible investment requirements. Gemma started her career at Lloyds Bank and she joined Newton in 2002 following the acquisition of the Henderson private client and charity business; and latterly was at Kleinwort Benson. Gemma graduated from Durham University with a degree in history in 1994, is a Chartered Fellow of the CISI as well as holding the Chartered Wealth Manager designation.
Howard Jenner
In April 2002 Howard joined the Charities & Trust Fund Department and later moved to UBS Wealth Management, following the takeover of Laing & Cruickshank in 2004, he joined the company in 2006, he sits on the company's Fixed Income Investment Committee and is a Chartered Member of the Chartered Securities Institute. Howard attended Southampton University before joining Laing & Cruickshank as an investment assistant in 2001.
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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