Quick Stats

Bid Price - Offer Price -
Mid Price GBX 106.40 Day Change GBX 0.00 (0.00%)
Price Date 21 Sep 2017 Crown Rating 2
Shares Class Inc. Yield 4.17 %
Total Expense Ratio 0.00 Fund Size 93,133,600.00
Launch Date 19/02/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BP8XZJ99 Min TopUp (£) 5,000.00

Fund Objective

The aim of this Fund is to produce higher than average income with long-term growth of income and capital.

Fund Managers

Jamie Forbes-Wilson
Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios.He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).