Quick Stats

Bid Price - Offer Price -
Mid Price GBX 288.20 Day Change GBX +1.10 (0.38%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.23 %
Total Expense Ratio 1.54 Fund Size 173,730,000.00
Launch Date 13/09/1999 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.54
ISIN GB0008445982 Min TopUp (£) 50.00

Fund Objective

The fund aims to achieve long-term capital growth with a reasonable level of income. The UK Equity Growth Fund is designed to invest primarily in a range of UK incorporated and/or listed companies which the Manager believes offer good potential for long-term capital growth.

Fund Managers

Philip Harris
Philip joined EdenTree as a Fund Manager in 2015. He joined from institutional specialist Hermes (latterly RWC), where he was responsible for their successful UK Special Situations strategy for 14 years. He is a UK equities specialist and has also held fund management positions at Credit Suisse and Threadneedle. Philip is a Modern History, Politics and Economics graduate.
Ketan Patel
Ketan joined EdenTree in 2003 as a research analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan is aso co-manager on the Amity UK and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.