|Bid Price||-||Offer Price||-|
|Mid Price||GBX 963.90||Day Change||GBX +1.90 (0.20%)|
|Price Date||18 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.30 %|
|Total Expense Ratio||0.00||Fund Size||35,743,300.00|
|Launch Date||04/02/1988||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB0005801609||Min TopUp (£)||1,000.00|
The objective is to provide medium to long term capital growth through investment in a diversified spread of equities of UK smaller companies.
Catherine is a fund manager specialising in global smaller companies and ethical investing. Prior to joining the company in 2000, Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.