Quick Stats

Bid Price - Offer Price -
Mid Price GBX 133.00 Day Change GBX -0.20 (-0.15%)
Price Date 20 Nov 2017 Crown Rating 5
Shares Class Inc. Yield 1.24 %
Total Expense Ratio 0.51 Fund Size 176,920,000.00
Launch Date 01/09/1999 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.51
ISIN GB00BYZ1XM82 Min TopUp (£) 5,000.00

Fund Objective

The aim of this Fund is to achieve growing income with some prospects for capital growth over the medium to long term through investment globally.

Fund Managers

Jamie Forbes-Wilson
Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI)
Matthew Huddart
Matthew joined the UK Equities team in 2000 as a research assistant, he became an analyst in 2003. As an analyst he specialised in insurance, general financials and real estate. He began managing portfolios in 2014. Matthew is a CFA charterholder, he earned the right to use the Chartered Financial Analyst designation in 2005. He holds a BSc (Hons) in Mathematics.