Quick Stats

Bid Price - Offer Price -
Mid Price GBX 5,098.76 Day Change GBX +4.44 (0.09%)
Price Date 23 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.13 %
Total Expense Ratio 1.65 Fund Size 51,439,300.00
Launch Date 20/06/2002 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.65
ISIN GB0031383622 Min TopUp (£) 500.00

Fund Objective

The Fund aims to achieve capital growth by generally investing in UK mid cap stocks listed on the London Stock Exchange.

Fund Managers

Andrew Neville
Andrew joined RCM in July 2004 as a portfolio manager specialising in UK small and mid-cap company portfolios. Andrew joined RCM from Baring Asset Management where he managed the Baring UK Smaller Companies Trust as well as a number of UK smaller companies institutional mandates. Prior to joining Baring, Andrew trained as a portfolio manager at AIB Govett Asset Management. Andrew qualified as a chartered accountant whilst working at Deloitte & Touche and graduated from Imperial College with a B Eng.
Matthew Hall
Matthew Hall joined the firm in 2009 as part of the Global Graduate Program. In 2011 he joined the UK Equity Team as a Small and Mid-Cap Analyst, before moving to the European Small and Mid-Cap Team in 2013. Prior to joining the firm, Matthew worked as an intern at Russell Investments. He graduated from Southampton University with a first class degree in Mathematics. He also holds a Masters with Distinction in Investment Management from Cass Business School. Matthew has passed all three levels of the CFA program.