Quick Stats

Bid Price - Offer Price -
Mid Price GBX 2,127.00 Day Change GBX -1.00 (-0.05%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.20 %
Total Expense Ratio 1.57 Fund Size 65,757,000.00
Launch Date 08/02/1963 Standard Initial Charge (%) 3.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.57
ISIN GB0008470477 Min TopUp (£) 500.00

Fund Objective

To achieve capital growth by investing in shares of UK companies that are at the smaller end of the capitalisation spectrum. These smaller companies are listed on major stock exchanges and can be bought and sold daily.

Fund Managers

Alan Clifford
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.