The Notts Trust
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 66.77||Day Change||GBX +0.09 (0.14%)|
|Price Date||21 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||1.18 %|
|Total Expense Ratio||0.86||Fund Size||9,892,000.00|
|Launch Date||05/03/1998||Standard Initial Charge (%)||10.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||100,000.00||Total Expense Ratio (%)||0.86|
|ISIN||GB0002576915||Min TopUp (£)||100,000.00|
To provide long-term capital growth. The income yield is of secondary importance. The Manager's policy is to achieve this objective by investing in a portfolio of transferable securities in any sector both geographically and by industry. The Fund may also invest in collective investment schemes.
Chris is one of the best known and longest serving investment managers in Leeds. He qualified as an accountant with KPMG and later joined BWD Rensburg where he worked from 1978 to 1980. In 1980 he joined Singer & Friedlander where he ran their private investment management operation in Leeds before he joined Newton in 2006.