Quick Stats

Bid Price - Offer Price -
Mid Price GBX 90.33 Day Change GBX -0.06 (-0.07%)
Price Date 17 May 2018 Crown Rating 3
Shares Class Inc. Yield 0.87 %
Total Expense Ratio 0.00 Fund Size 295,569,700.00
Launch Date 03/11/1990 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector Mixed Investment 0-35% Shares
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB0005298178 Min TopUp (£) 500.00

Fund Objective

The aim of this Fund is to achieve growing income with some prospects for capital growth over the medium to long term.

Fund Managers

Jamie Forbes-Wilson
Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).
Matthew Huddart
Matthew joined the UK Equities team in 2000 as a research assistant, he became an analyst in 2003. As an analyst he specialised in insurance, general financials and real estate. He began managing portfolios in 2014. Matthew is a CFA charterholder, he earned the right to use the Chartered Financial Analyst designation in 2005. He holds a BSc (Hons) in Mathematics.