Quick Stats

Bid Price - Offer Price -
Mid Price GBX 67.67 Day Change GBX 0.00 (0.00%)
Price Date 26 May 2016 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.36 Fund Size 817,466.61
Launch Date 19/01/2009 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 1.36
ISIN GB00B3BLSX16 Min TopUp (£) 500.00

Fund Objective

The fund aims to provide a long-term total return by gaining exposure almost exclusively to a range of commercial property, fixed interest and index-linked stocks

Fund Managers

Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.