Quick Stats

Bid Price - Offer Price -
Mid Price GBX 219.43 Day Change GBX +1.24 (0.57%)
Price Date 2 Aug 2013 Crown Rating 1
Shares Class Inc. Yield 3.92 %
Total Expense Ratio 1.73 Fund Size 9,700,000.00
Launch Date 14/06/2002 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 7,000.00 Total Expense Ratio (%) 1.73
ISIN GB0031685521 Min TopUp (£) 0.00

Fund Objective

To provide capital growth and income by investing in a diversified portfolio of mainly UK equities using a thematic, research - led investment process. The Fund aims to generate an income yield after charges about that of the FTSE All-Share index.

Fund Managers

Christopher Buxton
CHRISTOPHER BUXTON, born 1972, graduated with a BSc (Honours) Degree in Marketing and Economics from Newcastle University in 1996. He began his career at PricewaterhouseCoopers. In 2000 he moved to Greig Middleton which merged to form Gerrard Ltd. At Gerrard he was a member of one of the leading private client teams responsible for managing a large and diverse client base. Christopher joined Taylor Young in 2004 and is a Senior Investment Manager with research responsibilities for the Resources sector. He is a Member of the Securities and Investment Institute.