Quick Stats

Bid Price - Offer Price -
Mid Price GBX 780.50 Day Change GBX -1.30 (-0.17%)
Price Date 24 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 4.10 %
Total Expense Ratio 1.77 Fund Size 158,500,000.00
Launch Date 08/12/2005 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 (%) 1.77
ISIN GB00B0PQGC66 Min TopUp (£) 100.00

Fund Objective

The fund seeks to provide investors with a reasonable level of income, together with the prospect of growth in both income and capital. It aims to achieve a yield in line with, or in excess of, the yield of the FTSE All-Share Index.

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.