Quick Stats

Bid Price - Offer Price -
Mid Price GBX 395.10 Day Change GBX +1.10 (0.28%)
Price Date 16 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.70 %
Total Expense Ratio 0.00 Fund Size 82,400,000.00
Launch Date 09/11/2006 Standard Initial Charge (%) 2.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.05 Sector IMA UK Equity Income
Min Investment (£) 2,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B6ZSXK16 Min TopUp (£) 500.00

Fund Objective

The Fund seeks long-term capital growth primarily through investment in UK companies excluding those companies with a large market capitalisation.

Fund Managers

Hilary Aldridge
Hilary Aldridge – Since joining Barclays in 2013 Hilary has managed the UK Equities range of funds. Prior to this she spent 10 years with F&C where she was the portfolio manager for various funds including F&C Growth & Income and Stewardship cap funds. Hilary was also lead analyst on a number of sectors for the wider F&C UK Equities team. Before F&C, Hilary spent 4 years with Capel Cure Sharp as a junior portfolio manager. Hilary holds a Bachelors degree in Law from Birmingham University.