Quick Stats

Bid Price - Offer Price -
Mid Price GBX 124.20 Day Change GBX -0.20 (-0.16%)
Price Date 22 Sep 2017 Crown Rating
Shares Class Inc. Yield 2.30 %
Total Expense Ratio 0.45 Fund Size 38,503,391.00
Launch Date 26/03/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.15 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.45
ISIN GB00BGJZLV53 Min TopUp (£) 10,000.00

Fund Objective

The Fund aims to achieve a combination of income and capital growth by mainly investing in a portfolio of collective investment schemes.

Fund Managers

Jeff King
Jeff King manages the Fund. Jeff joined the group in January 1994 and has 24 years' investment management experience, 19 of which have been gained at the group.
Shanshan Zhang
Shanshan is responsible for management of desk projects, updating and preparing investment models, providing research and dealing with other ad hoc queries. Prior to joining SWIP she worked for AEGON Asset Management for 1.5 years. Shanshan has a Postgraduate Diploma in Investment and Finance from Edinburgh University, and a BA (Hons) in Business Studies from Napier University. She is IMC qualified.