Quick Stats

Bid Price GBX 147.50 Offer Price GBX 155.20
Mid Price - Day Change GBX -0.40 (-0.27%)
Price Date 18 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.20 %
Total Expense Ratio 2.18 Fund Size 112,249,258.55
Launch Date 07/04/2008 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.37 Sector IMA UK Equity Income
Min Investment (£) 1,500.00 Total Expense Ratio (%) 2.18
ISIN GB00B2Q6FG63 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to achieve capital growth through investment generally into shares of smaller companies quoted on global stock exchanges, including those in emerging markets, either directly or indirectly by exchange traded funds. It may also invest in the shares of medium and large companies.

Fund Managers

Kevin Beck
Kevin has over 20 years of investment experience in the U.S., U.K. and Brazil. Prior to joining Paradice he was a Senior Analyst on the Artisan Partners International Value and Global Value investment funds. Prior to Artisan, he was Co-Portfolio Manager of the Denver Investment Advisors International Small Cap Equity Fund. He has also worked at Harris Associates and JPMorgan/Fleming. He is a Chartered Financial Analyst and has a Masters of Finance from the University of Wisconsin.
Anand Vasagiri
Anand has 13 years of broad industry experience with over six years in investment management and research. Prior to joining Paradice, he was an Analyst on the Artisan Partners International Value and Global Value investment funds. Previous to Artisan, he was an Analyst at Pictet Asset Management in London, specialising in emerging markets. He also has global business experience as an Analyst for Credit Moscow Bank in Moscow and a business process consultant. He has an MBA from the University of Chicago Booth School of Business, a MIM from the American Graduate School of International Management and a B.E (Mechanical Engineering) from M.N. National Institute of Technology, India.