Quick Stats

Bid Price - Offer Price -
Mid Price GBX 383.47 Day Change GBX -0.13 (-0.03%)
Price Date 19 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.36 %
Total Expense Ratio 1.38 Fund Size 41,473,500.00
Launch Date 28/04/1989 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.38
ISIN GB0004457312 Min TopUp (£) 250.00

Fund Objective

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

Fund Managers

David Lis
David Lis joined the investment industry in 1973. His main responsibilities are UK equity management specialising in the UK Growth segment of the retail sector which covers both emerging and established UK growth companies. David joined Norwich Union Investment Management in 1997. His extensive fund management experience includes Windsor Investment Management, a company he founded and managed; Morgan Grenfell and J Rothschild Investment Management. David began his career at NatWest as an investment analyst, just in time to experience the savage ear market of 1973 - 74.
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.