Quick Stats

Bid Price - Offer Price -
Mid Price GBX 172.70 Day Change GBX -0.10 (-0.06%)
Price Date 19 Apr 2016 Crown Rating 1
Shares Class Inc. Yield 0.92 %
Total Expense Ratio 2.11 Fund Size 100.00
Launch Date 07/02/2006 Standard Initial Charge (%) 6.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 2.11
ISIN GB00B0WTQK62 Min TopUp (£) 5,000.00

Fund Objective

To achieve long term capital growth and some income for shareholders.

Fund Managers

Andrew McDonald
Andrew spent 11 years in stockbroking specialising in smaller companies, and was Head of Research at Marshall Securities. In 1998 he joined Montanaro Holdings where he managed a range of open and closed ended funds investing in smaller companies. In 2001 he moved to Govett Investment Management where he was responsible for UK Smaller Companies, managing the Govett UK Small Companies Fund, the Govett Strategic Trust and UK smaller companies component of pension fund mandates. He left Govett in January 2004 after the sale of the Govett funds to Gartmore. Andrew joined Parkfield Capital LLP as a partner in 2005 and managed the CF Parkfield UK Smaller Companies Fund (now the CF Progressive UK Smaller Companies Fund) from its launch in February 2006. He joined Progressive Asset Management in January 2008.