Quick Stats

Bid Price GBX 95.38 Offer Price GBX 96.31
Mid Price - Day Change GBX +0.25 (0.26%)
Price Date 20 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 4.50 %
Total Expense Ratio 1.67 Fund Size 190,552,400.00
Launch Date 05/04/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.67
ISIN GB00B1RQN640 Min TopUp (£) 1,000.00

Fund Objective

To achieve a reasonable and rising income together with long term capital growth. The Fund intends to invest primarily in UK companies but may invest internationally.

Fund Managers

Eric Moore
Eric Moore joined Miton Group plc in July 2013. Prior to Miton, Eric was a member of the PSigma Income team from May 2010. He began his career at Gartmore where he spent 10 years in a variety of roles, including co-managing the Gartmore UK Growth Fund. In 2005, he moved to Insight Investment as Director of UK Equities where he was responsible for co-managing a combined £5bn of institutional and retail money. Eric holds an MA (Hons.) in Philosophy, Politics and Economics, from Trinity College, Oxford and an MSc (Hons.) in Cognitive Science, from the University of Edinburgh. Eric is an Associate of the Chartered Institute for Securities and Investment.