This approach seeks to provide the best available returns in the most risk efficient manner possible.
The three multi manager funds provide investors with a complete portfolio, wrapped within a tax and operationally efficient structure.
The multi manager range, launched in 2008, has been risk rated by Dynamic Planner (Distribution Technology):
ES Share Centre Multi Manager Income Fund = DP Risk Rating 5
ES Share Centre Multi Manager Growth and Income Fund = DP Risk Rating 6
ES Share Centre Multi Manager Growth Fund = DP Risk Rating 7
Additionally, the Cautious fund has been recognised by the FT Advisers Hidden Gen Club (30 Funds under the radar between £10m-£100m in size).
One of the funds Co-Mangers (Andy Parsons) is a panellist on Financial Express’ Adviser Fund Index, where he provides fund recommendations across the 3 FE AFI’s – Cautious, Balanced and Aggressive. Andy is 1 of only 16 Fund Managers across the industry to be invited to contribute to the Adviser Fund index.
The Share Centre is part of Share PLC, a group with £4 Billion of assets under administration and one of the UK’s leading independent stockbrokers.
The Share Centre Sponsors the ES Share Centre ICVC and has been appointed as the funds Investment Manager.
Fund Name
|
Share Class
|
ISIN Code
|
KIID
|
ES Share Centre Growth Fund
|
A Accumalation
|
GB00B2NLM962
|
View |
ES Share Centre Income Fund
|
A Income
|
GB00B2NLM749
|
View |
ES Share Centre Income Fund
|
A Accumalation
|
GB00BZCN7R70
|
View |
ES Share Centre Growth and Income Fund |
A Income
|
GB00B2NLM855
|
View |
ES Share Centre Growth and Income Fund |
A Accumalation
|
GB00BZCN7S87
|
View |
Current Fund Prices can be found at www.TrustNet.com
For professional investors only, further fund information and copies of the latest Report & Accounts can be obtained from Funds Library at fundslibrary.co.uk
ES Share Centre ICVC Prospectus
ES Share Centre ICVC Corporate Application Form
ES Share Centre ICVC Retail Application Form
ES Share Centre ICVC Assessment of Value
ES Share Centre ICVC - Interim Report and Unaudited Financial Statements
ES Share Centre ICVC - Annual Report and Audited Financial Statements
For all other queries, please contact us at investorqueries@fnztaservices.com