Quick Stats

Bid Price - Offer Price -
Mid Price GBX 68.02 Day Change GBX -0.13 (-0.19%)
Price Date 22 Sep 2017 Crown Rating 3
Shares Class Inc. Yield 1.33 %
Total Expense Ratio 0.86 Fund Size 9,892,000.00
Launch Date 05/03/1998 Standard Initial Charge (%) 10.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.86
ISIN GB0002576915 Min TopUp (£) 100,000.00

Fund Objective

To provide long-term capital growth. The income yield is of secondary importance. The Manager's policy is to achieve this objective by investing in a portfolio of transferable securities in any sector both geographically and by industry. The Fund may also invest in collective investment schemes.

Fund Managers

Chris Flather
Chris is one of the best known and longest serving investment managers in Leeds. He qualified as an accountant with KPMG and later joined BWD Rensburg where he worked from 1978 to 1980. In 1980 he joined Singer & Friedlander where he ran their private investment management operation in Leeds before he joined Newton in 2006.