Quick Stats

Bid Price - Offer Price -
Mid Price GBX 186.40 Day Change GBX -0.10 (-0.05%)
Price Date 23 Nov 2017 Crown Rating 3
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
Currency GBX ISA Eligible No
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

Fund Objective

The aim of this Fund is to achieve growing income with some prospects for capital growth over the medium to long term.

Fund Managers

Jamie Forbes-Wilson
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 Huddart
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.