Quick Stats

Bid Price - Offer Price -
Mid Price GBX 213.07 Day Change GBX +2.11 (1.00%)
Price Date 17 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.60 Fund Size 147,400,000.00
Launch Date 10/11/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.60
ISIN GB00B3D8MV69 Min TopUp (£) 500.00

Fund Objective

The Fund seeks to achieve long-term capital growth primarily through investment in US equities with growth characteristics.

Fund Managers

Peter Bye
Peter Bye is a Portfolio Manager on the US Large Cap Growth Equity team. In addition to his portfolio management responsibilities, he is responsible for analysis and issue selection in the health care sector. Peter joined UBS Global Asset Management in 2010 after twelve years in equity research on the sell side covering health care sectors at Cowen & Co., Citigroup, Wachovia and most recently at Jefferies and Co. where he was mentioned as one of the Best on the Street in the 2010 Wall Street Journal survey.Prior to his equity research career, Peter worked in the quantitative research department at Putnam Investments in Boston, analyzing portfolio strategies, risk, security modeling, and performance attribution among the companies taxable fixed income groups.