Quick Stats

Bid Price - Offer Price -
Mid Price GBX 194.50 Day Change GBX +1.87 (0.97%)
Price Date 17 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 0.10 %
Total Expense Ratio 1.59 Fund Size 219,100,000.00
Launch Date 14/10/2002 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.59
ISIN GB0032004326 Min TopUp (£) 500.00

Fund Objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in US equities.

Fund Managers

Thomas Digenan
Tom Digenan joined UBS Global Asset Management in 1993. Prior to joining the US equity team, Tom was president of mutual funds and the relationship funds organization. Based in Chicago, Tom participates in the analysis and development of US equity portfolios, and is responsible for communicating UBS's equity strategy to clients and investment consultants. Tom has been working in the investment industry since 1986. Prior to joining UBS, Tom was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Tom is a member of the CFA Institute, the CFA Society of Chicago and the American Institute of Certified Public Accountants