RBS Managed Equity Growth
Latest (Mid) Price:
GBX 111.50
Day Change:
-0.18%
| Shares Class | Inc. |
|---|---|
| Yield | 1.23 |
| Total Expense Ratio | 1.55 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 184,575,700.00 | Launch Date | 02/02/1995 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.10 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 1.55 |
| ISIN | GB00BGWKS727 | Min Topup (£) | 250.00 |
Fund Objective
To provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
Fund Managers
Richard Saldanha
Richard is the lead fund manager for the Global Equity Income Fund. He also manages the equity income component for the Aviva Investors Multi-Strategy (AIMS) Target Income fund. Richard joined Aviva Investors in 2006 and has been managing income mandates across a range of global portfolios since 2009. Before joining Aviva Investors, Richard worked for Punter Southall & Co in an actuarial internship role. Richard holds a Masters in Chemistry from the University of Oxford. He also holds the UKSIP Investment Management Certificate.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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