Quick Stats

Bid Price - Offer Price -
Mid Price GBX 97.26 Day Change GBX 0.00 (0.00%)
Price Date 26 May 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.65 Fund Size 1,069,127.29
Launch Date 19/01/2009 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector Flexible Investment
Min Investment (£) 5,000.00 Total Expense Ratio (%) 1.65
ISIN GB00B3BLT945 Min TopUp (£) 500.00

Fund Objective

The fund aims to achieve long-term capital growth by gaining exposure almost exclusively to UK and overseas equities, but with some flexibility to gain a minority exposure to commercial property and fixed interest 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.