Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.00 Day Change GBX -0.10 (-0.09%)
Price Date 21 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 2.07 %
Total Expense Ratio 0.00 Fund Size 228,090,218.12
Launch Date 28/04/2008 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 250,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ38GH20 Min TopUp (£) 1,000,000.00

Fund Objective

To achieve long-term capital growth with a maximum volatility of 7%.

Fund Managers

Anthony Gillham
Anthony joined Old Mutual in 2000 and is a co-investment director of the multi-asset unit. In 2007, Anthony became a global bond portfolio manager having been a fixed income research analyst since 2006. Prior to focusing on fixed income, Anthony’s areas of coverage included multi-asset, Nordic equities and quantitative US equity and fixed income research. Anthony is a CFA charterholder and has over 15 years of investment experience.