WS Verbatim Portfolio 7 Fund A Acc (0P0000N7BD.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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WS Verbatim Portfolio 7 Fund A Acc
2nd floor, 20-22 Bedford Row, Holborn
London, WC1R 4EB
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Management information
Craig Heron,Lead manager since 4 October 2012
Craig has 12 yearsâ experience in the investment management industry, having previously been Head of Managed Funds Research at Edinburgh Fund Managers. Prior to this he was Senior Research Analyst at Greig Middleton & Co. Craigâs main focus is on fund analysis and manager selection. The New Star fund of funds team was voted 'Best Multi-Manager Group 2008' at the Professional Adviser Awards. He is a CFA charterholder.
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
CategoryGBP Aggressive Allocation
Fund familyWaystone Management (UK) Limited
Net assets45.42M
YTD return10.32%
Yield0.46%
Morningstar rating★★
Inception date26 Feb 2010
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover-11.63%
Average for categoryN/A
Fees and expenses
Expense0P0000N7BD.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load5.00%N/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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