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Ws Verbatim Multi-index Portfolio 4 Fund A Shares (0P0000RTUB)
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26/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 36.32M
Type:
Fund
Market:
United Kingdom
Issuer:
WAY Fund Managers Limited
ISIN:
GB00B4N5YW98
Asset Class:
Equity
Total Clarity Portfolio 4 Fund A Shares
2.00
+0.01
+0.42%
- Overview
- Profile
- Historical Data
- Holdings
0P0000RTUB Overview
On this page you'll find an in-depth profile of Ws Verbatim Multi-index Portfolio 4 Fund A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000RTUB among other information.
Investment Strategy
The Fund will use a broadly cautious managed investment strategy with the aim of achieving capital growth over the medium to longer term. The Fund's portfolio will gain exposure to the underlying assets via a diversified range of passive open ended funds, exchange traded funds and real-estate investment trusts. The underlying asset mix of the Fund is up to 60% fixed interest and the Fund will also have exposure to UK and global equities, property and other investments. It has little exposure to small companies and emerging markets equities. The underlying asset mix of the Fund will follow an asset allocation model, provided by an external risk rating agency, such that, on a risk scale between 1 and 10, where 1 is defined as likely to be “lowest risk” and 10 is defined as likely to be “highest risk”, the Fund’s risk level is expected to be at level 4 meaning lowest medium risk.
Contact Information
Address
Paradigm House, Brooke Court
Wilmslow,Cheshire SK9 3ND
United Kingdom
Wilmslow,Cheshire SK9 3ND
United Kingdom
Phone
02071391470
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Not Disclosed | - | 2022 | Now |
| Ronan Kearney | - | 2019 | 2022 |
| Sheldon MacDonald | - | 2017 | 2019 |
| Biography | Sheldon joined Liontrust in October 2020. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC and is a CFA charterholder. He has over 25 years of investment experience. | ||
| Alex Burn | - | 2017 | 2019 |
| Stephen Allen | Senior Investment Manager | 2016 | 2017 |
| Biography | Previously working as an analyst at AXA Winterthur, Stephen joined Architas when it was established in June 2008. Stephen oversees the Architas Multi-Asset Passive Range of funds including fund selection and the implementation of cash flows for these products and the various passive offerings available to our European clients. He is also responsible for recommending and reviewing passive investments for all Architas products. Additionally Stephen covers fund research across a variety of other sectors including leading the research for the three IMA managed sectors. Stephen’s investment experience has been gained from a variety of areas including a total of 15 years working for US investment bank, Morgan Stanley, where he was as an executive director on the programme trading desk, in charge of trade implementation. At Winterthur Life Stephen managed the Investment Technical Support Team, assisting Winterthur’s sales team and financial advisers on their collective investment offerings. He is an FCA approved person and has passed the IMC and other exams from the Securities Institute, including financial derivatives and commodities. | ||
| Not Disclosed | - | 2010 | 2016 |
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