Abbotsford GBP Acc (0P0000KCC3.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Abbotsford GBP Acc
16 Babmaes Street
+44 (0) 20 7484 7484
Management information
,Lead manager since 20 November 2006
Rupert graduated from Exeter University in 1998. He joined the company in 2001 after gaining experience at INVESCO Asset Management and Ely Fund Managers. His investment responsibilities involve analysing UK companies and managing a broad range of private client and charity portfolios. He is responsible for developing the Channel Islands business as well as sitting on the Risk Committee. He is an occasional commentator on Bloomberg television as well as writing economic and stock specific articles for a range of trade publications. He was made a Director in 2007 and was listed in PAM’s top 40 under 40 Wealth Directors for two of the last three years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyWaverton Investment Management Ltd
Net assets319.58M
YTD return4.32%
Yield1.44%
Morningstar rating★★★
Inception date20 Nov 2006
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover77.82%
Average for categoryN/A
Fees and expenses
Expense0P0000KCC3.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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