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Libero Cautious Fund CWM Acc (0P0000W7A8.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
111.10-0.10 (-0.09%)
At close: 08:00PM GMT

Libero Cautious Fund CWM Acc

Thesis Unit Trust Management Limited

Exchange Building

St John’s Street

Management Information
David Miller,Lead Manager since August 2, 2010
Mr. Miller is Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Catalyst Capital Advisors, LLC. Prior to founding Catalyst Capital Advisors LLC, Mr. Miller was the CEO of Investment Catalyst, an investment newsletter he founded in 2005. The Investment Catalyst newsletter worked to identify undervalued stocks with a near term catalyst for appreciation. Mr. Miller was a trader with UBS, working on the equity derivatives desk from July 2002 until December 2002. Mr. Miller was the CEO of MovieDaze Media Group, a search engine marketing company that he co-founded in 2003 and sold in 2006. He received a BS in Economics from the University of Pennsylvania, Wharton School and a MBA in Finance from the University of Michigan, Ross School of Business.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyThesis Unit Trust Management Limited
Net Assets4.12M
YTD Return-13.27%
Morningstar Rating
Inception DateMay 1, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000W7A8.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 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