Quick Stats

Bid Price - Offer Price -
Mid Price GBX 89.44 Day Change GBX +0.02 (0.02%)
Price Date 23 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.70 %
Total Expense Ratio 2.50 Fund Size 250,300,000.00
Launch Date 26/01/2005 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.50
ISIN GB0032552506 Min TopUp (£) 0.00

Fund Objective

The investment objective is to provide a good balance of capital growth and income. The Trust aims to invest in a wide range of collective investment schemes. An asset allocation policy will be followed, providing balanced exposure to a broad range of asset types and geographical regions.

Fund Managers

Ian Aylward
Ian joined Barclays in 2016 as Head of Manager and Fund Selection. He leads a team of twelve covering long only equity and fixed income managers in addition to liquid alternatives managers. The team oversees mandates with over 70 third party fund managers and a universe of approved external funds comprising over 100 UCITS. The team also manages a wide range of multi-asset class and single-asset class multi-manager portfolios. In total they are responsible for selecting over £15bn in assets with external managers. Ian started his career as a UK equity fund manager with the CIS and then Rothschild Asset Management before moving into the manager analysis industry. He spent almost a decade with Old Mutual Wealth where he covered a range of asset classes over time, most latterly alternatives, and managed several top performing fund-of-funds. He then moved to Aviva Investors six years before joining Barclays. At Aviva Investors, Ian led the manager research team, delivering recommendations for the group globally as well as managing a number of successful multi-manager products. Other industry positions over the recent years have included being a member of the Investment Association’s Sector Classification Committee and a Trustee Director of the Aviva Staff Pension Scheme. Ian has worked overseas on several occasions including a year in each of the Channel Islands and Australia. He has an MSc from Warwick University in Economics and Finance and a degree in Economics. He is also a member of both the CFA Institute and the CAIA.