|Bid Price||-||Offer Price||-|
|Mid Price||GBX 14,237.53||Day Change||GBX +29.92 (0.21%)|
|Price Date||11 Dec 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.30 %|
|Total Expense Ratio||1.03||Fund Size||35,500,000.00|
|Launch Date||28/02/2007||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.39||Sector||IMA UK Equity Income|
|Min Investment (£)||50,000.00||Total Expense Ratio (%)||1.03|
|ISIN||GB00B1RDJZ68||Min TopUp (£)||10,000.00|
The Fund seeks to achieve a return above the UK Retail Price Index over a full market cycle (typically 3 to 5 years) through a diverse portfolio of investments.
Andreas J Koester
Andreas Koester is Head of Asset Allocation & Currency in the Global Investment Solutions team. He has overall responsibility for setting strategy across the entire range of GIS asset allocation and currency capabilities, including both traditional benchmark relative and absolute return oriented mandates. Andreas also directs and conducts research and analysis in support of asset allocation strategy setting. Andreas joined UBS Global Asset Management in 2009 having previously worked at Schroder Investment Management where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroder in 2005, he worked for AXA Investment Managers and Commerzbank Asset Management in various portfolio management and asset allocation roles. He began his career in the investment banking division of Société Generale. Andreas is a DVFA (Society of Investment Professionals in Germany) Charterholder and also holds the Certified EFFAS Financial Analyst (CEFA) and Investment Management Certificate(IMC) qualifications.