Quick Stats

Bid Price - Offer Price -
Mid Price GBX 174.86 Day Change GBX +0.70 (0.40%)
Price Date 21 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.86 %
Total Expense Ratio 1.62 Fund Size 191,500,000.00
Launch Date 01/06/1989 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 (%) 1.62
ISIN GB0032493941 Min TopUp (£) 250.00

Fund Objective

The Fund aims for long term capital growth, this is generally regarded as 5 years or more.

Fund Managers

Charlotte Meyrick
Charlotte manages institutional and retail UK equity funds. Charlotte joined the investment industry in June 2012 as part of the Aviva Investors graduate training scheme. She holds a BSc in Business Administration from Bath University and is currently studying for CFA.