|Bid Price||-||Offer Price||-|
|Mid Price||GBP 3.58||Day Change||GBP -0.02 (-0.47%)|
|Price Date||27 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||4.29 %|
|Total Expense Ratio||0.81||Fund Size||3,300,000,000.00|
|Launch Date||30/11/2004||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.81|
|ISIN||GB00B03KR500||Min TopUp (£)||0.00|
To generate long-term capital and income growth through active management of a portfolio of UK equities.
James Lowen co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. At Newton, he was an Investment Director, a member of the UK Policy Group (responsible for setting UK equity strategy) and the investment committee, and was Investment Leader for corporate governance issues. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.
Clive Beagles co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK's most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.