|Bid Price||-||Offer Price||-|
|Mid Price||GBX 247.04||Day Change||GBX +0.33 (0.13%)|
|Price Date||22 Sep 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.99 %|
|Total Expense Ratio||0.32||Fund Size||297,300,000.00|
|Launch Date||25/11/1974||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.30||Sector||IMA UK Equity Income|
|Min Investment (£)||10,000,000.00||Total Expense Ratio (%)||0.32|
|ISIN||GB0004463252||Min TopUp (£)||500,000.00|
The Fund aims for long term capital growth and to produce some income. Long term is generally regarded as 5 years or more. It will invest in the shares of a broad range of UK Companies based on the Fund managers view of their long term return prospects, both in terms of potential share price growth and earnings growth. Typically at least 80% of the Fund will be invested in the shares of UK companies.
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.
Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces the appointment of Simon Young as UK Equities Fund Manager. He is based in London and reports to Trevor Green, Head of UK Equities. In this new role, Simon will work on Aviva Investors’ institutional UK Equity Fund and assist on the £992 million retail UK Equity Income Fund. Simon joins from BlackRock, where he was UK Equities Fund Manager, managing over £1 billion in core UK equity and income mandates for a range of institutional, charity and fiduciary clients. He began his investment career at BlackRock in 1997 and as part of his fund management duties had analyst responsibilities across a broad spectrum of sectors.