Quick Stats

Bid Price - Offer Price -
Mid Price GBX 154.90 Day Change GBX +0.79 (0.51%)
Price Date 18 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 3.40 %
Total Expense Ratio 0.87 Fund Size 435,229,260.36
Launch Date 28/11/1966 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.87
ISIN GB00B8848T44 Min TopUp (£) 50,000.00

Fund Objective

The aim of the Fund is to grow the amount you invested and provide income. The Fund invests at least two-thirds of its assets in shares of large, well known companies with good growth records, in the UK. It is also able to invest, when needed, in small and medium sized companies. The Fund may also invest in asset classes and instruments different from those stated above.

Fund Managers

Richard Colwell
Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors.Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.