Quick Stats

Bid Price GBX 54.62 Offer Price GBX 54.81
Mid Price - Day Change GBX -0.10 (-0.18%)
Price Date 7 Sep 2016 Crown Rating
Shares Class Inc. Yield 2.50 %
Total Expense Ratio 0.00 Fund Size 230,075,790.33
Launch Date 12/03/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BVFM4271 Min TopUp (£) 0.00

Fund Objective

The fund's primary objective is to geenrate income which grows at the rate of inflation +4% where income is measured on a per unit basisover three year rolling time periods.

Fund Managers

Esther Perkins
Esther joined LGIM in 2013 and is a fund manager on the Inflation Plus team within Active Equity. She joined LGIM from Threadneedle Investment Management, where she spent five years managing global and EAFE equity portfolios. Prior to this, she worked as a global fund manager at Standard Life Investments. She also has experience as an equity trader and as a management consultant. Esther has a BA from Oxford University in politics, philosophy and economics, an MA in international studies from the University of Pennsylvania, and an MBA from the Wharton School. She is also a CFA charterholder