|Bid Price||-||Offer Price||-|
|Mid Price||GBX 186.40||Day Change||GBX -0.10 (-0.05%)|
|Price Date||23 Nov 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.16 %|
|Total Expense Ratio||0.98||Fund Size||315,800,000.00|
|Launch Date||03/11/1990||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||100,000.00||Total Expense Ratio (%)||0.98|
|ISIN||GB0005409379||Min TopUp (£)||5,000.00|
The aim of this Fund is to achieve growing income with some prospects for capital growth over the medium to long term.
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)
Matthew joined the UK Equities team in 2000 as a research assistant, he became an analyst in 2003. As an analyst he specialised in insurance, general financials and real estate. He began managing portfolios in 2014. Matthew is a CFA charterholder, he earned the right to use the Chartered Financial Analyst designation in 2005. He holds a BSc (Hons) in Mathematics.