Quick Stats

Bid Price - Offer Price -
Mid Price GBX 53.06 Day Change GBX +0.02 (0.04%)
Price Date 22 Sep 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 3,203,043,617.30
Launch Date 06/04/2005 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B051Z575 Min TopUp (£) 0.00

Fund Objective

The Investment objective of the fund is to achieve long term growth by investing in a managed portfolio of equities investing mainly in the UK and fixed interest investments such as corporate bonds and gilts.

Fund Managers

Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.
Mark Henzell
Mark is a member of the Multi-Asset Funds team. In addition, the team also run several multi-asset fund-of-fund portfolios, which include the Lloyds TSB mass market retail fund range. More recently Mark has been involved with the new wealth management business. Mark joined the group in 1996, initially as a desk dealer on the Far East and Japanese desks, before moving onto the global strategy team. He joined the balanced funds team in 2002.Previously, Mark worked at Baring Asset Management in London, initially on the graduate training programme, covering both Private Client Investments and Fixed Income securities. Mark has also spent time with Kleinwort Benson Securities with experience in the Eurobond and money markets.Mark holds a BSc (Hons) in Economics from Buckingham University, and an MPhil in Management, Economics and Politics from St Andrews University.