GAM Star Fund plc - GAM Star Global Balanced (0P0000XBBD.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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GAM Star Fund plc - GAM Star Global Balanced
Georges Court, 54-62 Townsend Street
+353 1 6093927
Management information
,Lead manager since 2 October 2012
Charles Hepworth is an Investment Director in the Multi Asset Class Solutions (MACS) Team and a member of the MACS Asset Allocation Committee. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM Investments in May 2012, he was a group director at Quilter, responsible for running the Managed Portfolio Service since 2001. He started at Quilter as an assistant fund manager in 1994. Prior to this, he was a deputy fund manager at Albert E. Sharp, specialising in managing money for private clients. He began his career at SG Warburg in 1991. Charles holds a BSc (Hons) in Biotechnology from Leeds University, is a CFA and CAIA charterholder, and is a fellow of the Chartered Institute for Securities and Investment. He is based in London.
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
CategoryN/A
Fund familyGAM Fund Management Limited
Net assetsN/A
YTD return5.05%
Yield0.00%
Morningstar rating★★
Inception date6 Feb 2017
Fund operations
Last dividend0.15
Last cap gainN/A
Holdings turnover48.88%
Average for categoryN/A
Fees and expenses
Expense0P0000XBBD.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 loadN/AN/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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