Quick Stats

Bid Price - Offer Price -
Mid Price GBX 384.90 Day Change GBX +0.40 (0.10%)
Price Date 27 Jun 2017 Crown Rating 3
Shares Class Inc. Yield 0.20 %
Total Expense Ratio 1.79 Fund Size 81,200,000.00
Launch Date 09/11/2006 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.79
ISIN GB00B1D9NP69 Min TopUp (£) 100.00

Fund Objective

The Fund seeks long-term capital growth primarily through investment in UK companies excluding those companies with a large market capitalisation.

Fund Managers

Hilary Aldridge
Hilary Aldridge – Since joining Barclays in 2013 Hilary has managed the UK Equities range of funds. Prior to this she spent 10 years with F&C where she was the portfolio manager for various funds including F&C Growth & Income and Stewardship cap funds. Hilary was also lead analyst on a number of sectors for the wider F&C UK Equities team. Before F&C, Hilary spent 4 years with Capel Cure Sharp as a junior portfolio manager. Hilary holds a Bachelors degree in Law from Birmingham University.