|Bid Price||-||Offer Price||-|
|Mid Price||GBX 197.40||Day Change||GBX +0.50 (0.25%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.97 %|
|Total Expense Ratio||1.42||Fund Size||67,000,000.00|
|Launch Date||29/09/2008||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||0.00||Total Expense Ratio (%)||1.42|
|ISIN||GB00B3BSKJ23||Min TopUp (£)||500.00|
To achieve long term capital growth through investment in fully listed and Aim - quoted equities. The investment adviser will retain the flexibility to invest in investment grade fixed income securities when the outlook for equities is less positive.
Glen is a founder Director of Revera. He has responsibility for the company’s overall operations. He is joint manager of the S&W Revera UK Smaller Companies Fund, and has investment responsibility across all funds for a number of market sectors. Glen’s investment approach is heavily influenced by historic data and an appreciation of both economic and business cycles. He has a background in the “real world” of food manufacturing, experience which occasionally proves invaluable in his analysis of consumer related sectors. Prior to founding Revera, Glen was a fund manager at Ivory & Sime plc (now F&C Asset Management plc). He started his career in 1993 at Scottish Amicable. He has a MA(Hons) in Political Economy and Economic History from University of Glasgow, and is a CFA Charterholder. Outside of Revera, Glen is a part time chauffeur for his three children, and keen wine drinker, rugby coach and golfer. His success at each of these is in that same order.
Stephen has over 25 years investment experience with various institutions including, Scottish Mutual, Scottish Amicable Investment Managers, Ivory & Sime plc and F&C Asset Management plc. He joined Revera from F&C in October 2006, after an award winning 9 year spell at that investment house. Stephen is the lead manager for S&W Revera UK Dynamic Fund. His analysis expertise centres around the capital goods and technology sectors.