|Bid Price||-||Offer Price||-|
|Mid Price||GBX 295.30||Day Change||GBX +1.00 (0.34%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.86 %|
|Total Expense Ratio||0.79||Fund Size||173,730,000.00|
|Launch Date||13/09/1999||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000,000.00||Total Expense Ratio (%)||0.79|
|ISIN||GB0008446063||Min TopUp (£)||1,000,000.00|
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.
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 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.