Quick Stats

Bid Price GBX 120.79 Offer Price GBX 121.71
Mid Price - Day Change GBX +0.13 (0.11%)
Price Date 22 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 2.51 %
Total Expense Ratio 0.00 Fund Size 309,100,000.00
Launch Date 29/03/1971 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 250,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BHBX8F72 Min TopUp (£) 1,000,000.00

Fund Objective

To achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of UK equities.

Fund Managers

Simon Murphy
Simon joined Old Mutual in 2008 and is head of the Old Mutual Global Investors UK large cap equity team. He joined from M&G Investments where he worked for almost 10 years, spending the last three as the manager of the M&G UK Growth Fund. Prior to M&G, he worked for Price Waterhouse where he qualified as a chartered accountant and specialised in corporate taxation. Simon has a BSc in economics from Loughborough University and an MSc in economics & finance from the University of Warwick.