Threadneedle Ethical UK Equity Z Ac
|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|
|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|
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.
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.