|Bid Price||-||Offer Price||-|
|Mid Price||GBX 1,143.00||Day Change||GBX +5.00 (0.44%)|
|Price Date||19 Jan 2018||Crown Rating|
|Shares Class||Inc.||Yield||1.20 %|
|Total Expense Ratio||0.00||Fund Size||426,073,300.00|
|Launch Date||01/06/1984||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB0030834518||Min TopUp (£)||500.00|
The fund aims to provide long term capital growth and an increasing income, with the emphasis on capital growth. It provides medium for people who do not regard financial gain as the sole criterion for investment but look to wider issues. Investment is concentrated in UK companies whose products and operations are considered of long term benefit to the community at home and abroad.
Catherine is a fund manager specialising in global smaller companies and ethical investing. Prior to joining the company in 2000, Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.