Quick Stats

Bid Price - Offer Price -
Mid Price GBX 120.02 Day Change GBX -0.26 (-0.22%)
Price Date 16 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.87 %
Total Expense Ratio 1.05 Fund Size 529,284,989.02
Launch Date 21/10/2013 Standard Initial Charge (%) 4.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.05
ISIN GB00B9J7Y574 Min TopUp (£) 100.00

Fund Objective

The fund seeks to achieve long-term capital appreciation primarily from investment in UK equities. The fund is a focused selection of small to large sized UK companies. Stocks are chosen through a bottom-up analysis of the companies complemented by a top-down macroeconomic view.

Fund Managers

Nigel Kennett
Nigel joined Gartmore in March 2001 as a Pan-European Equity Research Analyst specialising in Consumer Goods & Services. He has specific responsibility for the Food Producers, Beverages and Food & Drug Retailers sectors. Prior to joining Gartmore, Nigel spent over six years with Royal SunAlliance Investments (RSA) where he researched several sectors of Consumer Goods & Services and gained two years experience as a UK Equity Pension Fund Manager. Before RSA, Nigel joined Lloyds Private Banking as trainee Investment Analyst having graduated in Economics with Honours from the University of Hull in 1989. He became a Member of the Securities Institute in 1996 and, subsequently, a Fellow in August 2000. Nigel joined Canada Life Investments in September 2013 as a Senior Fund Manager. He has 24 years of investment experience.Nigel was previously at Nomura International where he managed an equity long/short strategy. Prior to that, he worked at Gartmore Investment Management for over 10 years and managed an equity long/short fund. His past experience also includes managing UK and Pan-European equities at Royal & Sun Alliance Investment Management. Nigel has a BSc in Economics & Business Economics from the University of Hull and he is a Fellow of the Chartered Institute for Securities and Investment.
Daniel Monks
Daniel joined Canada Life Investments in September 2007 He previously worked at Mondrian Investment Partners as a performance analyst. Daniel holds a BSc in Mathematics & Economics from York University. He is a CFA charterholder.