Quick Stats

Bid Price - Offer Price -
Mid Price GBX 412.50 Day Change GBX +3.30 (0.81%)
Price Date 22 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 1.46 %
Total Expense Ratio 0.74 Fund Size 412,293,668.98
Launch Date 01/06/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.74
ISIN GB00B5BRW420 Min TopUp (£) 1,000.00

Fund Objective

The fund seeks to achieve capital growth over the medium (5 years) to long (7 years) term. Investing primarily in FTSE Mid 250 stocks, the fund has a strong valuation focus, a preference for cash generative stocks and seeks companies with a catalyst to unlock future value.

Fund Managers

Derek Mitchell
Derek joined RLAM in July 2007 to manage the newly launched Royal London UK Special Situations Fund (now called Royal London Opportunities Fund). In August 2009, he also took over responsibility for the Royal London UK Mid Cap Growth Fund. Derek came to RLAM from Rutherglen Capital where he spent nine months managing a directional equity global media hedge fund. Prior to this, he built up over 20 years experience at F&C Asset Management and its antecedent companies, ISIS Asset Management and Royal & Sun Alliance Investment Management, managing both institutional and retail portfolios with a particular emphasis on high alpha funds.