Quick Stats

Bid Price - Offer Price -
Mid Price GBX 253.30 Day Change GBX +1.00 (0.40%)
Price Date 16 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 0.17 %
Total Expense Ratio 1.66 Fund Size 152,016,600.00
Launch Date 31/12/1992 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.66
ISIN GB0003509329 Min TopUp (£) 100.00

Fund Objective

The aim of this Fund is to provide long-term capital growth.

Fund Managers

Paul Birchenough
Paul Birchenough joined AXA IM in April 2011. Paul joined AXA IM from Nevsky Capital where he worked as an Investment Analyst specialising in the Latin America region with broad sector coverage. Prior to joining Nevsky Capital in early 2010, he was an Associate within the Corporate Finance department at KPMG. Paul’s earlier career at KPMG included positions in Transaction Services and the Audit department. Paul has a BSc (Hons) in Mathematics from Nottingham University and is an Associate Chartered Accountant.
Ian Smith
Ian joined AXA IM in February 2012. Prior to joining AXA IM, Ian was an Investment Analyst with Matrix Group responsible for covering the Financials sector within Asia. Prior to that Ian worked for Nevsky Capital responsible for covering the Financials sector within Latam & Asia. Ian has a BA in Economics and Politics from Durham University and gained ACA qualification in 2003.