|Bid Price||-||Offer Price||-|
|Mid Price||GBX 247.62||Day Change||GBX -1.06 (-0.43%)|
|Price Date||28 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.13 %|
|Total Expense Ratio||0.99||Fund Size||30,748,000.00|
|Launch Date||16/03/2009||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||3,000.00||Total Expense Ratio (%)||0.99|
|ISIN||GB00B63B9H15||Min TopUp (£)||1,000.00|
The Fund aims to achieve capital growth over the medium to longer term, which is well in excess of normal cash deposit savings rates.
Simon has over 16 years’ experience in manager research and portfolio/fund management, having held roles at Mercer, AXA, Barclays Wealth and ipac (an Australian multi manager). He is an ASIP member of the UK Society of Investment Professionals having passed the Associate level IIMR exams. He has a BA Honours in Economics & Management Studies from the University of Leeds.