| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for TM Tellworth UK Select R Inc)
| Fund Size | 3,244,500.00 | Launch Date | 17/12/2014 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BN2XDJ70 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.0000 (on 07/10/2020) |
The objective of the Fund is to achieve positive annual returns with lower volatility than the FTSE All-Share Index. The Fund will seek to achieve returns that are in excess of one month SONIA (SONIA1M IR) after fees, over a three year rolling period though there is no guarantee that it will do so. Investors should note that capital is at risk, and, while the Fund aims to achieve positive returns in all market conditions over each year, there is no guarantee that it will do so.
John Warren
John launched Tellworth Investments in Q4 2017. He joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS and Investec Bank and before that PricewaterhouseCoopers where he qualified as a Chartered Accountant. He has over 17 years of investment experience. John graduated from Loughborough University with a degree in Economics and Accountancy.
Seb Jory
Seb joined Tellworth Investments in January 2018. Prior to this, Seb was Head of Strategy and Stock Selection at Liberum as a small & mid-cap Analyst and before that traded High Yield and Distressed Credit for four years at RBS. Seb graduated from Bristol University with a first class degree in Mathematics and Economics and is a CFA Charterholder.
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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