Quick Stats

Bid Price - Offer Price -
Mid Price GBX 156.00 Day Change GBX +0.40 (0.26%)
Price Date 26 Jun 2017 Crown Rating 3
Shares Class Inc. Yield 0.42 %
Total Expense Ratio 1.08 Fund Size 4,600,000.00
Launch Date 17/09/2010 Standard Initial Charge (%) 2.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.35 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.08
ISIN GB00B4YPY060 Min TopUp (£) 500.00

Fund Objective

The Fund seeks to provide high levels of capital growth over the medium to long term.

Fund Managers

Roberta Gamba
Roberta Gamba, Ph.D., is a Director heading the Portfolio Construction team for the Barclays Global Discretionary Business. Roberta joined Barclays Wealth in December 2011. She is primarily responsible for developing and maintaining an institutional quality portfolio construction process for Barclays Wealth discretionary business. Before joining Barclays, Roberta worked from May 2000 to November 2011 for J.P. Morgan Private Bank. She started as quantitative researcher and tool developer based in New York, to then become head the European Portfolio Construction team based in London in 2006, and to take on global responsibilities for the Portfolio Strategy Team in January 2011. Roberta graduated from University of Bergamo (Italy) with an MA in Economics (concentration in finance) and a Ph.D. in Computational Methods applied to Finance; moreover, she gained a Master of Science in Mathematics applied to Finance from the Courant Institute of the New York University. Roberta was a member of the J.P. Morgan Private Bank Investment Strategy team and of the European Strategy team. Roberta has been named one of the Private Asset Manager's Top 40 Under 40 in February 2011 and Wealth Management’s Top 40 Rising Stars Under 40 by Financial News in June 2010.