Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,206.00 Day Change GBX -8.00 (-0.66%)
Price Date 27 Jun 2017 Crown Rating 3
Shares Class Inc. Yield 1.60 %
Total Expense Ratio 0.00 Fund Size 34,700,000.00
Launch Date 04/02/1988 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.30 Sector IMA UK Equity Income
Min Investment (£) 50,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB0005874176 Min TopUp (£) 250,000.00

Fund Objective

The objective is to provide medium to long term capital growth through investment in a diversified spread of equities of UK smaller companies.

Fund Managers

Catherine Stanley
Catherine is a fund manager specialising in global smaller companies and ethical investing. Prior to joining the company in 2000, Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.