LF Handelsbanken Adventurous I Acc
Latest (Mid) Price:
GBX 125.63
Day Change:
-0.68%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 28,473,564.00 | Launch Date | 08/07/2019 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BFMW0S60 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.6100 (on 23/11/2020) |
Fund Objective
To deliver a total return (the combination of income and capital growth) in excess of the MSCI All Country World Index over any period of 5 years, after all costs and charges have been taken. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk.
Fund Managers
Michael Stanes
Michael joined Heartwood in 2010 and manages the Growth and Adventurous investment strategies. 2008 - 2010: CEO and CIO of Soditic CBIP LLP, a London-based privately owned fund management business. 2002 - 2008: Executive Director, Global Equities, Goldman Sachs Asset Management. 1986 - 2002: Fund Manager, Mercury Asset Management. Michael holds a degree in Law from the University of Oxford. He is a member of the Chartered Institute for Securities & Investment. He is also a non-executive director of TP Income VCT plc.
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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