Quick Stats

Bid Price GBX 403.07 Offer Price GBX 423.53
Mid Price - Day Change GBX -1.38 (-0.34%)
Price Date 17 Jan 2018 Crown Rating 4
Shares Class Inc. Yield 0.29 %
Total Expense Ratio 0.00 Fund Size 1,348,700,000.00
Launch Date 09/02/2001 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B1XG8B83 Min TopUp (£) 500.00

Fund Objective

To provide capital growth from investing primarily in a portfolio of UK smaller companies.

Fund Managers

Daniel Nickols
Dan joined Old Mutual in 2001 and leads the Old Mutual Global Investors UK small- and mid-cap team. Dan's involvement with smaller companies began in specialist sales at Albert E Sharp from September 1995. He switched from the sell side to the buy side in May 1997, working on the Albert E Sharp Smaller Companies Fund. After graduating from the University of Cambridge in 1992 with a degree in modern and medieval languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994. He is IIMR qualified.