|Bid Price||-||Offer Price||-|
|Mid Price||GBX 159.77||Day Change||GBX +0.87 (0.55%)|
|Price Date||26 Jul 2013||Crown Rating|
|Shares Class||Inc.||Yield||0.75 %|
|Total Expense Ratio||0.79||Fund Size||52,700,000.00|
|Launch Date||29/12/2005||Standard Initial Charge (%)||5.25|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000,000.00||Total Expense Ratio (%)||0.79|
|ISIN||GB00B0V9ST07||Min TopUp (£)||0.00|
To achieve above average returns by investing predominately in UK listed companies. This will be achieved by investing in a concentrated portfolio of approximately 30-60 stocks selected across the full UK company size range.
Jeremy graduated in History and Management Studies from Glasgow University. He is a Chartered accountant and CFA Charterholder with investment experience across European and UK markets. He worked on the European desks at Scottish Life and Abbey National Asset Managers before joining SVM in January 2004 as a member of the UK team. Between March 2006 and April 2007 Jeremy was a UK equities analyst with stockbroker Teather and Greenwood. Jeremy joined Cartesian Capital Partners in August 2007.