|Bid Price||-||Offer Price||-|
|Mid Price||GBX 1,342.00||Day Change||GBX -1.00 (-0.07%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||1.68||Fund Size||265,565,800.00|
|Launch Date||01/01/1937||Standard Initial Charge (%)||3.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.68|
|ISIN||GB0030877871||Min TopUp (£)||100.00|
To provide capital growth over the long term by investing throughout the world in any economic sector.
Alex Stanic, managing director, is a portfolio manager on the International Equity Group, based in London. Prior to joining the firm, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009. Previously, Alex spent over a decade at Newton investment management, where he led the global team, and founded the Global Opportunities strategy. He began his career on the European equity team at Cazenove. Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University.
Sam Witherow, vice president, is a global sector specialist in the Global Equities Team. An employee since 2008, he is responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.