Quick Stats

Bid Price - Offer Price -
Mid Price GBX 170.50 Day Change GBX +0.30 (0.18%)
Price Date 18 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.50 %
Total Expense Ratio 1.86 Fund Size 7,639,000.00
Launch Date 17/11/2008 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 1.86
ISIN GB00B3D7VW76 Min TopUp (£) 5,000.00

Fund Objective

The Fund aims to deliver a total return, primarily through capital growth, in excess of the Bank of England Base Rate over any period of five consecutive years.

Fund Managers

Jeff King
Jeff King manages the Fund. Jeff joined the group in January 1994 and has 24 years' investment management experience, 19 of which have been gained at the group.
Shanshan Zhang
Shanshan is responsible for management of desk projects, updating and preparing investment models, providing research and dealing with other ad hoc queries. Prior to joining SWIP she worked for AEGON Asset Management for 1.5 years. Shanshan has a Postgraduate Diploma in Investment and Finance from Edinburgh University, and a BA (Hons) in Business Studies from Napier University. She is IMC qualified.