Baillie Gifford UK Equity Alpha C A
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 574.40||Day Change||GBX +3.00 (0.53%)|
|Price Date||13 Jan 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.19 %|
|Total Expense Ratio||0.02||Fund Size||150,497,000.00|
|Launch Date||07/04/1995||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||250,000.00||Total Expense Ratio (%)||0.02|
|ISIN||GB0005864920||Min TopUp (£)||0.00|
The objective is to produce attractive returns in excess of the total return on the FTSE All Share Index, or any successor or substitute index, over the long term. The Fund will invest principally in UK companies and, in particular, at least 90% in value of the Fund will generally be invested in shares of companies listed in the FTSE All Share Index, or any successor or substitute index. The Fund may invest in UK companies of all sizes and will invest in a concentrated portfolio, typically comprised of between 30 and 40 holdings, of primarily UK equities. Up to (but no more than) 10% in value of the Fund may be invested in collective investment schemes and/or deposits.
Gerard graduated BA in Politics, Philosophy and Economics from Oxford University in 1991. He joined Baillie Gifford in the same year and became a Partner in 2000. Gerard became Head of our UK Equity Team in 2007.