Quick Stats

Bid Price - Offer Price -
Mid Price GBX 59.01 Day Change GBX +0.09 (0.15%)
Price Date 19 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 2.90 %
Total Expense Ratio 0.00 Fund Size 292,100,000.00
Launch Date 18/09/2006 Standard Initial Charge (%) 2.50
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B18SR345 Min TopUp (£) 0.00

Fund Objective

The investment objective is to provide long term capital growth, and income in excess of the yield of the FTSE All Share Index. The Trust aims to invest in a wide range of collective investment schemes and will pursue an active asset allocation policy across all countries, currencies and sector representations which may, from time to time, lead to high asset allocations to individual markets or asset types.

Fund Managers

Ian Aylward
Ian joined Barclays in 2016 as Head of Manager and Fund Selection. He leads a team of twelve covering long only equity and fixed income managers in addition to liquid alternatives managers. The team oversees mandates with over 70 third party fund managers and a universe of approved external funds comprising over 100 UCITS. The team also manages a wide range of multi-asset class and single-asset class multi-manager portfolios. In total they are responsible for selecting over £15bn in assets with external managers. Ian started his career as a UK equity fund manager with the CIS and then Rothschild Asset Management before moving into the manager analysis industry. He spent almost a decade with Old Mutual Wealth where he covered a range of asset classes over time, most latterly alternatives, and managed several top performing fund-of-funds. He then moved to Aviva Investors six years before joining Barclays. At Aviva Investors, Ian led the manager research team, delivering recommendations for the group globally as well as managing a number of successful multi-manager products. Other industry positions over the recent years have included being a member of the Investment Association’s Sector Classification Committee and a Trustee Director of the Aviva Staff Pension Scheme. Ian has worked overseas on several occasions including a year in each of the Channel Islands and Australia. He has an MSc from Warwick University in Economics and Finance and a degree in Economics. He is also a member of both the CFA Institute and the CAIA.