Quick Stats

Bid Price - Offer Price -
Mid Price GBX 139.49 Day Change GBX +0.14 (0.10%)
Price Date 29 Aug 2013 Crown Rating 1
Shares Class Inc. Yield 0.10 %
Total Expense Ratio 1.64 Fund Size 10,800,000.00
Launch Date 28/02/2003 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.64
ISIN GB0030209539 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 UK smaller companies equities.

Fund Managers

Frank Manduca
Years of investment industry experience: 25 Education: Kent University (UK), BA (Hons) Frank Manduca is Head of the Pan European Small and Mid Cap team. He is responsible for the overall construction and management of UK and Pan European Small & Mid Cap mandates. Frank joined UBS Global Asset Management in 2002. Prior to this he managed smaller companies portfolios at Gartmore Investment Management, which he joined in 1990. Frank began his career as stockbrokers’ analyst in 1985.