|Bid Price||-||Offer Price||-|
|Mid Price||GBX 398.80||Day Change||GBX -2.30 (-0.57%)|
|Price Date||27 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.06 %|
|Total Expense Ratio||1.26||Fund Size||247,368,900.00|
|Launch Date||13/02/1995||Standard Initial Charge (%)||5.00|
|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|
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.
Christopher graduated from Cardiff University in 1987 with an honours degree in Physics (BSc). He joined Shearson Lehman in 1988 as a graduate trainee and became a UK equity analyst and continued his career as an analyst at James Capel in 1990 advising institutional investors, sales teams and traders. In 1993 he joined Framlington and was responsible for the management of a range of UK equity funds, he managed the first income and then the growth portfolios, concentrating more on retail funds. Prior to this, he was a UK equity analyst at James Capel and a graduate UK equity analyst at Lehman Bros. Chris later joined in Morley Fund Management in June 2006.
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.