Quick Stats

Bid Price - Offer Price -
Mid Price GBX 4,203.25 Day Change GBX +23.85 (0.57%)
Price Date 20 Apr 2018 Crown Rating 4
Shares Class Inc. Yield 0.36 %
Total Expense Ratio 3.14 Fund Size 112,296,405.94
Launch Date 19/05/2009 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.90 Sector UK Smaller Companies
Min Investment (£) 100,000.00 Total Expense Ratio (%) 3.14
ISIN GB00B55S9X98 Min TopUp (£) 10,000.00

Fund Objective

To achieve long term capital growth through investment primarily in equities of UK companies. Investment in the main will be in an actively managed portfolio of equities of smaller UK companies traded on AIM and other UK markets which are considered to have potential for capital growth. Investing in smaller companies, including AIM companies, can carry greater risks than those usually associated with larger companies and investors capital is at risk.

Fund Managers

Ken Wotton
Ken Wotton joined Livingbridge in 2007 as a quoted fund manager. He is the Lead Fund Manager for the quoted company investment activity. Ken joined from Evolution Securities where he spent two years in equity research specialising in small cap telecoms and technology stocks and AIM market fundraisings. Prior to that, he spent five years in the equity research department of Commerzbank Securities where he focused on the pan-European telecoms sector. Ken qualified as an ACA with KPMG in London.