Quick Stats

Bid Price - Offer Price -
Mid Price GBX 147.30 Day Change GBX -0.60 (-0.41%)
Price Date 17 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 1.58 %
Total Expense Ratio 0.00 Fund Size 410,582,407.69
Launch Date 01/06/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 25,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BG48LW09 Min TopUp (£) 50,000.00

Fund Objective

The fund seeks to achieve capital growth over the medium (5 years) to long (7 years) term. Investing primarily in FTSE Mid 250 stocks, the fund has a strong valuation focus, a preference for cash generative stocks and seeks companies with a catalyst to unlock future value.

Fund Managers

Craig Yeaman
Craig joined RLAM in November 2017 from Saracen Fund Managers to take over the running of the RL UK Opportunities Fund. Craig started his fund management career in 1999 at Clydesdale Bank before joining Glasgow Investment Managers in 2001 where he was Manager of both Shires Income PLC and Shires Smaller Companies PLC Investment Trusts. In August 2007, following the takeover of GIM, Craig transferred to Aberdeen Asset Management before joining Saracen Fund Managers in 2008. Whilst at Saracen, Craig managed their UK Alpha Fund for nine years achieving top quartile performance. Craig has a degree in Economics and Marketing from Strathclyde University.
Henry Lowson
Henry joined Royal London Asset Management in September 2016 as a Senior Fund Manager and is lead manager on the RL UK Smaller Companies Fund. Henry began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead Fund Manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Henry graduated from Edinburgh University in 2004 with a MA (Hons) degree in Economics and Geography.