Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Ws Verbatim Multi-index Portfolio 4 Fund A Shares (0P0000RTUB)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.94 0.00    0%
01:00:00 - Closed. Currency in GBP ( Disclaimer )
Type:  Fund
Market:  United Kingdom
Issuer:  WAY Fund Managers Limited
ISIN:  GB00B4N5YW98 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 38M
Total Clarity Portfolio 4 Fund A Shares 1.94 0.00 0%

Ws Verbatim Multi-index Portfolio 4 Fund A Shares 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.
Category

GBP Moderate Allocation

Total Assets

38M

Expenses

0.20%

Inception Date

Oct 22, 2010

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
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
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000RTUB Comments

Write your thoughts about Ws Verbatim Multi-index Portfolio 4 Fund A Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email