|Bid Price||-||Offer Price||-|
|Mid Price||GBX 125.14||Day Change||GBX +0.06 (0.05%)|
|Price Date||16 Jan 2018||Crown Rating|
|Shares Class||Inc.||Yield||1.40 %|
|Total Expense Ratio||1.60||Fund Size||554,000,000.00|
|Launch Date||23/11/2007||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.60|
|ISIN||GB00B24GTG66||Min TopUp (£)||500.00|
This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in domestic and international equities and bonds and in units in UK and overseas regulated collective investment schemes.
Philip was appointed Co-Head of the Portfolio Management team, within Investment Solutions, in January 2017. He is jointly responsible oversight of all multi-asset and solution mandates, with the team managing over CHF 100 billion in assets. In 2014, Philip joined UBS Asset Management from BlackRock, where he had been responsible for managing Global Tactical Asset Allocation (GTAA) mandates for retail and institutional investors. Prior to that, he was co-head of BlackRock's Dynamic Diversified Growth strategy. Philip is a member of the CFA Institute. He also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA).