|Bid Price||-||Offer Price||-|
|Mid Price||GBX 270.66||Day Change||GBX -1.36 (-0.50%)|
|Price Date||17 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.70 %|
|Total Expense Ratio||1.97||Fund Size||202,809,200.00|
|Launch Date||28/03/2011||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||500.00||Total Expense Ratio (%)||1.97|
|ISIN||GB00B3QQFJ66||Min TopUp (£)||100.00|
To achieve an annual compounding rate of return over the long term, defined as 5-10 years, which is superior to the performance of the UK stock market.
The fund manager has over 30 years of equity market experience and is a seasoned practitioner of ‘Business Perspective Investing’ as championed by Ben Graham and Warren Buffett. Prior to founding Sanford Deland Asset Management. Keith worked with a variety of stockbroking, fund management and private investor clients. Keith is a graduate of Natural Sciences with a Masters in Management Studies, and is a Chartered Fellow of the Chartered Institute of Securities & Investment.