Quick Stats

Bid Price - Offer Price -
Mid Price GBX 56.93 Day Change GBX -0.04 (-0.07%)
Price Date 21 Jul 2017 Crown Rating 4
Shares Class Inc. Yield 0.30 %
Total Expense Ratio 0.00 Fund Size 373,919,600.00
Launch Date 05/11/1968 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.25 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BDF18Q04 Min TopUp (£) 25,000.00

Fund Objective

The objective is to provide capital growth. The Manager seeks to achieve this by investing mainly in a diversified spread of global equities selected from world markets.

Fund Managers

Terry Wood
Terry Wood is a Fund Manager in the Systematic Strategies team. He joined in August 2007. Prior to this, Terry worked at Insight Investment as a Quantitative Analyst. Previously Terry spent nine years at Deutsche Asset Management as a Quantitative Analyst for the Global Equity team. He holds a BA (Hons) in Accounting & Finance from the University of Kent and is a CFA Charterholder.
Erik Rubingh
Erik Rubingh is Head of the Systematic Strategies team. He joined the company in July 2007. Prior to joining the firm, Erik worked at ABP Investments (now APG Investments), first as Senior Portfolio Manager in the Global Quantitative Strategies Group and later as Head of that group. Erik graduated from Groningen University with an MSc in Econometrics. He is also a CFA charterholder.