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Volare Bridge Offshore Fund Income (0P00008E6B)

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2.149 +0.005    +0.25%
01:00:00 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 4.71M
Type:  Fund
Market:  United Kingdom
Issuer:  Newton Investment Management Ltd
ISIN:  GB0006851959 
Asset Class:  Other
SLW Bridge 2.149 +0.005 +0.25%

0P00008E6B Overview

 
On this page you'll find an in-depth profile of Volare Bridge Offshore Fund Income. Learn about the key management, total assets, investment strategy and contact information of 0P00008E6B among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

4.71M

Expenses

0.75%

Inception Date

Nov 17, 1999

Investment Strategy

To achieve capital growth over the long term, with an element of income in sterling, through a portfolio that is predominantly invested in equities, across a wide range of industries and countries. The equity element is balanced by cash, bonds and exposure to alternative assets, such as hedge funds, to reduce the overall volatility of the portfolio.

Contact Information

Address Edinburgh
,
United Kingdom
Phone -

Top Executives

Name Title Since Until
Ben Ward - 2013 Now
Biography Ben joined the company following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben began his investment career in 2009 building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder.
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