|Bid Price||-||Offer Price||-|
|Mid Price||GBX 170.30||Day Change||GBX +0.20 (0.12%)|
|Price Date||27 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.60 %|
|Total Expense Ratio||1.58||Fund Size||120,400,000.00|
|Launch Date||03/07/2000||Standard Initial Charge (%)||4.00|
|Annual Management Charge (%)||1.20||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.58|
|ISIN||GB0030800436||Min TopUp (£)||100.00|
The investment objective is to generate income with some potential for capital growth through an exposure mainly to bonds, and to a lesser extent, other investments in accordance with the investment restrictions.
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.