Quick Stats

Bid Price - Offer Price -
Mid Price GBX 171.40 Day Change GBX +0.50 (0.29%)
Price Date 17 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 1.10 %
Total Expense Ratio 0.00 Fund Size 33,428,900.00
Launch Date 02/01/2006 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B0RBLJ18 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to provide long term capital growth by investing principally in the companies of the FTSE Mid-250 Index, though other listed equities may be held when deemed appropriate.

Fund Managers

David Moss
David Moss is a Fund Manager and Head of the European Equities team. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. He joined the Group in 1996. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. David graduated from the University of Loughborough in 1996 with a BSc Economics. He has obtained his ACIB and IIMR qualifications and is a member of the CFA Society of the UK.
Thomas Wilson
Thomas Wilson is a fund manager in the European equities team, focussing principally on UK investments. He is a fund manager on the F&C UK Mid-Cap Fund and F&C UK Alpha Fund. He joined the firm in September 2007. Thomas graduated with a BSc in Economics from the University of Southampton, holds the IMC and is a CFA charterholder.