Quick Stats

Bid Price - Offer Price -
Mid Price GBX 478.40 Day Change GBX -1.00 (-0.21%)
Price Date 17 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 4.10 %
Total Expense Ratio 0.00 Fund Size 158,700,000.00
Launch Date 08/12/2005 Standard Initial Charge (%) 2.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.90 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00B3YM4B14 Min TopUp (£) 500.00

Fund Objective

The fund seeks to provide investors with a reasonable level of income, together with the prospect of growth in both income and capital. It aims to achieve a yield in line with, or in excess of, the yield of the FTSE All-Share Index.

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.