Quick Stats

Bid Price - Offer Price -
Mid Price GBX 3,229.00 Day Change GBX -5.00 (-0.15%)
Price Date 16 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.10 %
Total Expense Ratio 0.00 Fund Size 67,700,000.00
Launch Date 24/04/1970 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 GB0008463894 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to provide medium to long term capital growth through investment in a broad spread of UK equities. Although a large proportion will usually be invested in leading stocks there will often be included some investment in smaller stocks.

Fund Managers

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.