Quick Stats

Bid Price - Offer Price -
Mid Price GBX 125.20 Day Change GBX +0.60 (0.48%)
Price Date 15 Jan 2018 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 184,284,700.00
Launch Date 25/02/2005 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ0XWL87 Min TopUp (£) 1,000.00

Fund Objective

To achieve capital growth by investing in shares of UK companies.

Fund Managers

Alan Custis
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.
Lloyd Whitworth
Lloyd Whitworth is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1991. Prior to joining Lazard in 2009, Lloyd held UK fund management positions at Citigroup, Morley Fund Management, JP Morgan Asset Management, First State Asset Management and Dresdner RCM. Lloyd has a degree in Economics and Business Finance from Brunel University.