Threadneedle Ethical UK Equity Z Ac

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 103.77 Day Change GBX -0.58 (-0.56%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 1.90 %
Total Expense Ratio 0.00 Fund Size 22,646,330.23
Launch Date 30/10/2015 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ21SS97 Min TopUp (£) 50,000.00

Fund Objective

The aim of the Fund is to provide both income and the potential to grow the amount you invested. The Fund aims to do this by investing in shares of companies that meet the Management Company’s criteria for responsible and ethical practices.

Fund Managers

Matthew Evans
Matt Evans joined the company in October 2013 as a portfolio manager within the UK Equities team. He is co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for construction, house builders and support services. Before joining the company, Matt was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps. He gained a degree in Geography and Sports Science from Loughborough University.