Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.00 Day Change GBX -0.10 (-0.09%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 7.21 %
Total Expense Ratio 1.74 Fund Size 552,000,000.00
Launch Date 02/02/2009 Standard Initial Charge (%) 3.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.74
ISIN GB00B3KB7682 Min TopUp (£) 250.00

Fund Objective

Aims to provide income with the potential for some capital growth.

Fund Managers

Michael Clark
Michael Clark is a Portfolio Manager at Fidelity Worldwide Investment (FIL). From FIL's London headquarters, Mr. Clark has managed the Fidelity Income Plus Fund since July 2008. He also manages the Fidelity Enhanced Income Fund, which was launched in February 2009. Prior to becoming a Portfolio Manager, Mr. Clark spent five years as Pan-European Equity Research Analyst with Fidelity, covering oil services, construction, automotive and industrials. Mr Clark has over twenty years investment experience as an analyst on the sell-side, covering a wide range of companies and sectors in the UK and Continental Europe. These sectors include foods, business services, pharmaceuticals and electrical engineering. Previously he worked at JP Morgan, Enskilda and Morgan Grenfell. In 1982 Mr Clark gained a degree in Modern Languages from Cambridge University.
David Jehan
David has 14 years' derivatives experience. He joined Fidelity's derivatives team in 2007 and runs the call option strategy for Fidelity Enhanced Income Fund. Having achieved a degree and a doctorate in physics from Oxford University, he joined the quantitative research desk of the equity derivative department at BZW in 1994. He moved to Commerzbank in 1998 trading equity derivative products.