Willis Owen Research Commentary

This moderate risk fund is managed by Mark Burgess, CIO of Threadneedle, and Alex Lyle who has over 25 years of experience in managing equity and multi asset funds. The duo are members of the company's asset allocation committee and its views are reflected in the positioning of the fund. Fees are kept competitive by using funds from the wide range of options available in-house which avoids the double charging element that can occur with external funds. The fund offers a good balance between bonds and shares but the managers are not afraid to take fairly aggressive positions with each category.

Below is the online factsheet for your selected instrument.

You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

Analyst Report Analyst Report