Quick Stats

Bid Price - Offer Price -
Mid Price GBX 363.20 Day Change GBX -1.56 (-0.43%)
Price Date 17 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 1.76 %
Total Expense Ratio 1.29 Fund Size 396,721,600.00
Launch Date 21/07/2003 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.29
ISIN GB0032466525 Min TopUp (£) 500.00

Fund Objective

To achieve long-term capital growth with a moderate but growing income, by investing primarily in shares of UK companies. The fund will invest primarily in shares of companies which are domiciled in the UK or which have a significant part of their activities in the UK but which are domiciled or quoted on a market outside the UK. The fund may also invest in other transferable securities, money market instruments, collective investment schemes, deposits, cash and near cash.

Fund Managers

Nigel Yates
Nigel Yates is an Investment Manager for NFU Mutual's UK Equity team and has overall responsibility for the UK Growth Fund. Nigel joined NFU Mutual in March 2001 as a Graduate Trainee in the Finance Development department and after a spell in Group Business Consultancy joined the investment team in September 2005. Nigel graduated in 2000 from Cardiff University with a 2:1 degree in Business Economics and is a Chartered Financial Analyst.