Quick Stats

Bid Price - Offer Price -
Mid Price GBX 126.00 Day Change GBX +1.00 (0.80%)
Price Date 20 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 3.06 %
Total Expense Ratio 0.00 Fund Size 2,381,141,925.94
Launch Date 31/01/2003 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B9MRLD12 Min TopUp (£) 150,000.00

Fund Objective

To maximise capital growth through investment in a portfolio of predominantly UK equities.

Fund Managers

Richard Buxton
Richard joined Old Mutual as Head of UK Equities in June 2013. He was previously Head of UK Equities at Schroders, where he managed the Schroders UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent over a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry Honour at the Morningstar OBSR Awards in 2012 and has a BA in English Language and Literature from Oxford University (1985).