Quick Stats

Bid Price - Offer Price -
Mid Price GBX 96.09 Day Change GBX -0.15 (-0.16%)
Price Date 30 Apr 2015 Crown Rating 4
Shares Class Inc. Yield 2.00 %
Total Expense Ratio 0.03 Fund Size 200.00
Launch Date 10/11/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 0.03
ISIN GB0033766907 Min TopUp (£) 10,000.00

Fund Objective

To achieve long term growth through investment primarily in UK Smaller Companies. The Fund invests mainly in a spread of UK Smaller Companies. A proportion of the assets may comprise convertible stocks and other permitted investment vehicles which are linked to UK Smaller Companies

Fund Managers

Catherine Stanley
Catherine Stanley is a Director of the European Equities team with specific responsibility for the Smaller Cap strategies. In June 2009, Catherine was appointed Lead Manager of the Stewardship Growth and Stewardship Income Funds. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.