Quick Stats

Bid Price - Offer Price -
Mid Price GBX 165.10 Day Change GBX -0.50 (-0.30%)
Price Date 23 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 2.71 %
Total Expense Ratio 1.72 Fund Size 35,827,329.34
Launch Date 28/01/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.72
ISIN GB00B589KN65 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to provide long-term growth through investment in the shares of UK companies.

Fund Managers

Ben Elwes
Ben is a portfolio manager responsible for UK equity funds. Prior to joining Sarasin & Partners in 2017, he spent nine years at GIC Private Ltd where he managed European and UK equity funds. Previous roles include a similar position at Henderson Global Investors, where he rose to Director and Head of the Mainstream European team, and a graduate role at Friends Provident. Ben is an Associate of the Society of Investment Professionals and a Member of the CFA Institute.