Quick Stats

Bid Price - Offer Price -
Mid Price GBX 121.77 Day Change GBX +0.01 (0.01%)
Price Date 16 Jan 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.32 Fund Size 16,000,000.00
Launch Date 19/01/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 2.32
ISIN GB00B54DJ133 Min TopUp (£) 10,000.00

Fund Objective

To deliver capital return in excess of inflation* +4% per annum over a 7 year market cycle. * benchmark is the UK RPI (Retail Price Index)

Fund Managers

Dr. Ana Cukic Armstrong
Dr Ana Cukic Armstrong is joint managing partner of AIM. She previously worked as co-head of Insight Investment’s Multi-Asset Group. Prior to joining Insight, Ana worked as an Investment Analyst at Coutts & Co, progressed to the role of Portfolio Analyst at Fisher Francis Trees and Watts and then to Head of Portfolio Construction for Managed Accounts programmes at UBS. Ana has a PhD and an MBA from Imperial College.