|Bid Price||-||Offer Price||-|
|Mid Price||GBX 643.70||Day Change||GBX -1.70 (-0.26%)|
|Price Date||23 Nov 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.90 %|
|Total Expense Ratio||1.33||Fund Size||76,270,000.00|
|Launch Date||31/03/1971||Standard Initial Charge (%)||3.75|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.33|
|ISIN||GB0008469818||Min TopUp (£)||500.00|
To achieve capital growth by investing in shares of UK companies.
Alan Custis is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1987. Prior to joining Lazard in 2004, Alan was a member of the UK large cap team at JP MorganFleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap Investment and at Morgan Grenfell Securities where he was a derivatives trader. Alan has a degree with Honours in Business from Staffordshire University.
Alan Clifford is a Portfolio Manager/Analyst on our UK Equity team, specifically responsible for managing UK Small Cap Equity and UK Income portfolios. Prior to joining Lazard in 2002, Alan was a member of the UK Small Cap portfolio management team of Legal & General Investment Management. He has a BA (Hons) degree in Economics from Newcastle Polytechnic. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.