Quick Stats

Bid Price - Offer Price -
Mid Price GBX 102.20 Day Change GBX +0.19 (0.19%)
Price Date 18 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 3.10 Fund Size 6,216,783.29
Launch Date 22/11/2010 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 3.10
ISIN GB00B62WJ318 Min TopUp (£) 500.00

Fund Objective

The Fund aims to achieve capital growth over the long term.

Fund Managers

Paul Denley
Paul is Co-founding director & shareholder. he brings 15 Years' of broad investment and management experience to the firm and heads our investment research and analysis team. Previsouly he worked for some major players in the investment industry, including Henderson, Berry Asset Management, Reuters and Williams de Bore. A graduate in Applied Economics, paul is a member of CFA UK, a member of Society of Technical Analysis. He also has specific interests in investor psychology and behavioural finance. Paul lives in central London.
Richard Morrison
Richard brings exceptional proprietary trading and hedge fund management skills to us. Having started his career at Morgan Stanley in 1996 after reading Mechanical Engineering at Imperial College, he then traded Equities at First New York Securities and Aldersgate Investment Managers, where he specialised in merger arbitrage. He then consulted on a Hedge Fund start up and is a director of a German property development company. As ''head of spreadsheets'' , he brings some grey hair and sage advice to our teams. He lives in London.