Quick Stats

Bid Price - Offer Price -
Mid Price GBX 174.95 Day Change GBX -0.01 (-0.01%)
Price Date 14 Jun 2013 Crown Rating 4
Shares Class Inc. Yield 2.84 %
Total Expense Ratio 1.42 Fund Size 41,360,000.00
Launch Date 31/01/1994 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.42
ISIN GB0006778913 Min TopUp (£) 250.00

Fund Objective

A total return comprised of long-term capital growth and income by investing in a mixed portfolio of company shares (i.e. equities) and bonds.

Fund Managers

Simon Nichols
Simon Nichols is an Investment manager – UK equities and a Chairman of the UK equity meeting ,Member of the research prioritisation group. He holds a BA degree and is a CFA charterholder ,Member of the Institute of Chartered Accountants in England and Wales.He has a experienced from 1995 -1999 KPMG - Assistant manager,from 1999 - 2000 PricewaterhouseCoopers - Insolvency executive, from 2000 -2001 Wilton Investments Limited - Financial accountant, from 2001 to date Newton Investment Management - Investment manager (UK equities).