The Norfolk Trust
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 73.31||Day Change||GBX +0.07 (0.10%)|
|Price Date||14 Aug 2014||Crown Rating|
|Shares Class||Inc.||Yield||1.56 %|
|Total Expense Ratio||0.86||Fund Size||14,390,000.00|
|Launch Date||06/03/1998||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||GB0002577095||Min TopUp (£)||100,000.00|
To achieve capital growth over the long - term through a portfolio that is predominantly invested in equities, across a wide range of industries and countries. The equity element is balanced by cash and bonds to reduce the overall volatility of the portfolio.
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.