Quick Stats

Bid Price - Offer Price -
Mid Price GBX 94.95 Day Change GBX -0.08 (-0.08%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 1.33 %
Total Expense Ratio 1.48 Fund Size 315,310,100.00
Launch Date 03/11/1990 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.48
ISIN GB00B0T9V151 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. 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.