Quick Stats

Bid Price - Offer Price -
Mid Price GBX 142.30 Day Change GBX 0.00 (0.00%)
Price Date 16 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 1.16 %
Total Expense Ratio 1.68 Fund Size 261,434,100.00
Launch Date 18/12/2008 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.68
ISIN GB00B3FJQ821 Min TopUp (£) 100.00

Fund Objective

To provide long-term capital growth through investment primarily in a growth style biased portfolio of UK companies.

Fund Managers

Ben Stapley
Ben Stapley, vice president, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group, based in London. An employee since 2002, he previously worked in the product development team within the investment trusts group for five years. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.
Kyle Williams