Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,377.00 Day Change GBX -2.00 (-0.15%)
Price Date 19 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.18 Fund Size 265,925,300.00
Launch Date 01/01/1937 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 1.18
ISIN GB00B1YX7T95 Min TopUp (£) 100,000.00

Fund Objective

To provide capital growth over the long term by investing throughout the world in any economic sector.

Fund Managers

Alex Stanic
Alex Stanic, managing director, is a portfolio manager on the International Equity Group, based in London. Prior to joining the firm, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009. Previously, Alex spent over a decade at Newton investment management, where he led the global team, and founded the Global Opportunities strategy. He began his career on the European equity team at Cazenove. Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University.
Sam Witherow
Sam Witherow, vice president, is a global sector specialist in the Global Equities Team. An employee since 2008, he is responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.