S&W Securities Acc
|Bid Price||GBX 245.40||Offer Price||GBX 245.40|
|Mid Price||-||Day Change||GBX +2.90 (1.20%)|
|Price Date||17 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.61 %|
|Total Expense Ratio||1.16||Fund Size||16,000,000.00|
|Launch Date||29/04/1999||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.00||Sector||IMA UK Equity Income|
|Min Investment (£)||0.00||Total Expense Ratio (%)||1.16|
|ISIN||GB0006750771||Min TopUp (£)||0.00|
To achieve capital growth through investment principally in UK and international equities. The Fund may also invest in derivative instruments and forward transactions (for hedging purposes only), fixed interest securities, warrants, deposits, approved money market instruments and collective investment schemes.
She began her investment career by joining Newton in 1998. She has graduated in Economics from Cambridge University and also done CFA.