Quick Stats

Bid Price - Offer Price -
Mid Price GBX 675.70 Day Change GBX +1.50 (0.22%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.60 Fund Size 29,000,000.00
Launch Date 17/05/1990 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.60
ISIN GB0008192840 Min TopUp (£) 500.00

Fund Objective

To achieve long-term growth of capital primarily through investment in Europe. The Manager will invest where there are good prospects for above average growth and also in those companies which can best take advantage of economic opportunities

Fund Managers

Giles Worthington
Giles joined Smith & Williamson in November 2014 to manage the S&W European Growth Trust. Giles joined from RiverCrest Capital where he managed the RiverCrest European Equity Alpha between 2011 and 2014. Prior to this Giles was at M&G from 2000-2011, initially managing the European Smaller Companies fund until 2003 when he was appointed to run the Pan European Fund. Giles was promoted to Head of European Equities in 2007. Giles graduated from the University of Oxford with a Masters Degree in Modern History.