|Bid Price||-||Offer Price||-|
|Mid Price||GBX 132.50||Day Change||GBX -0.50 (-0.38%)|
|Price Date||28 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.56 %|
|Total Expense Ratio||1.13||Fund Size||877,840,300.00|
|Launch Date||17/05/1994||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||100,000.00||Total Expense Ratio (%)||1.13|
|ISIN||GB0006160542||Min TopUp (£)||5,000.00|
The aim of this Fund is to provide income with some prospect for long-term capital growth.
Jim was appointed Managing Director in 1997 and is also Head of the UK Equities team. Jim joined the company in 1981 as a fund manager, having worked as an analyst with Panmure Gordon & Co. for two years. His career began in 1976 as a Portfolio Analyst with the Post Office Staff Superannuation Fund. Jim graduated from the London School of Economics with a BSc (Hons) in Economics having specialised in Accounting and Finance.
Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).