Quick Stats

Bid Price - Offer Price -
Mid Price GBX 2,639.00 Day Change GBX +1.00 (0.04%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 68,800,500.00
Launch Date 01/09/1983 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B06PF580 Min TopUp (£) 100.00

Fund Objective

The objective is to provide long term capital growth. The Manager seeks to achieve this by investing mainly in a diversified spread of equities of US smaller and medium sized companies.

Fund Managers

Nish Patel
Nish is a fund manager in the smaller companies team. He joined the group in November 2007 from Deloitte, where he spent three years in the telecommunications, media and technology audit division. Prior to this he was an intern at Goldman Sachs. Nish holds a BSc in Economics from the University of London. He is also a qualified chartered accountant and a CFA charterholder.