Quick Stats

Bid Price - Offer Price -
Mid Price GBX 405.40 Day Change GBX -0.60 (-0.15%)
Price Date 23 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 2.03 %
Total Expense Ratio 1.26 Fund Size 246,500,000.00
Launch Date 13/02/1995 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.26
ISIN GB0033520098 Min TopUp (£) 250.00

Fund Objective

To maximise long term capital appreciation. The Fund will invest principally in UK equities based on price and prospects of above average earnings growth. The Fund may have a small exposure to international equity and bond markets.

Fund Managers

Chris Murphy
Chris manages the Aviva Investors UK Equity Income and Aviva Investors UK Equity strategies, and has oversight of our global equity teams. Before joining Aviva Investors, Chris worked as a fund manager at Framlington Investment Management, managing first income and then growth portfolios, concentrating on retail funds. Prior to this, Chris was a UK equity analyst at James Capel and a graduate UK equity analyst at Lehman Bros. Chris holds a BSc (Hons) in Physics from University College, Cardiff and holds the IIMR (Institute of Investment Management Research) qualification.
Trevor Green
Trevor Green joined New Star in June 2008 as a UK equity fund manager from RCM (UK) Ltd., where he was a director. Prior to this, Trevor was a portfolio manager for UK and European Equities with Credit Suisse Asset Management. During his five years with Credit Suisse, Trevor was an associate director and then director within the UK equity team. In September 1999, Trevor was appointed manager of the Credit Suisse Growth Fund, ranked 16th out of 266 funds in its Micropal category and was awarded an A rating by Standard & Poor in December 2000. He started his career as a fund manager at Capel Cure Myers in 1990 with responsibility for its UK Smaller Companies Fund. Trevor graduated from Aberdeen University with a BA (Hons) in Business Studies in 1990.