Quick Stats

Bid Price - Offer Price -
Mid Price GBX 262.95 Day Change GBX +0.62 (0.24%)
Price Date 16 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.32 %
Total Expense Ratio 0.73 Fund Size 226,236,600.00
Launch Date 05/11/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 3,000,000.00 Total Expense Ratio (%) 0.73
ISIN GB0030944648 Min TopUp (£) 200,000.00

Fund Objective

The Fund aims for long term capital growth, this is generally regarded as 5 years or more.

Fund Managers

Trevor Green
Trevor Green joined New Star in June 2008 as a UK equity fund manager from RCM (UK) Ltd., where he was a director. Prior to this, Trevor was a portfolio manager for UK and European Equities with Credit Suisse Asset Management. During his five years with Credit Suisse, Trevor was an associate director and then director within the UK equity team. In September 1999, Trevor was appointed manager of the Credit Suisse Growth Fund, ranked 16th out of 266 funds in its Micropal category and was awarded an A rating by Standard & Poor in December 2000. He started his career as a fund manager at Capel Cure Myers in 1990 with responsibility for its UK Smaller Companies Fund. Trevor graduated from Aberdeen University with a BA (Hons) in Business Studies in 1990.
Charlotte Meyrick
Charlotte is sole fund manager of the Aviva Investors UK Growth Fund, co-manager of the UK Opportunities Fund and part of a team managing £15.1bn AUM (March 16). Charlotte is also lead sector analyst on General Retail, Travel & Leisure and Real Estate. Charlotte graduated from The University of Bath with a BSc in Business Administration. As part of her degree she completed two six-month industrial placements at Citigroup (Emerging Markets Equity Capital Markets and UK Corporate Broking) and ConocoPhillips. Charlotte has completed her IMC Unit 1 and CFA Level 2 exams.