ISIN:
IE0033009345
IA Sector:
IA UK All Companies
Risk level:
FE fundinfo Rating:
3 of 5
Income
Price:
5.0670 GBP
01 August 2025
Last change:
icon-down-small -1.17%
1 year change:
icon-up-small 11.78%
5 year annualised return:
14.71%
12 month yield:
N/A%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
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Fund Objective: The investment objective of the Fund is to achieve long term capital growth in excess of the FTSE All Share Total Return Index.
| Manager name | Perpetual Investment Services Europe Limited |
|---|---|
| Manager start date | 06 November 2001 |
| Manager Biography | Mark is Senior Fund Manager of the JOHCM UK Growth Strategy which he has managed since inception in 2001. Prior to joining JOHCM, Mark spent nine years at Clerical Medical Investment Group, where he was responsible for managing approximately £2 billion. He managed the Clerical Medical UK Growth Fund from July 1996. Mark holds a BSc (Hons) in Industrial Economics from the University of Warwick. |
| Investment style: | Growth |
|---|---|
| Region (geographical) | United Kingdom |
| Benchmark | FTSE All Share |
|---|---|
| Sector | IA UK All Companies |
| FE fundinfo Rating | 3 of 5 |
Fund size: 161,737,300.00 GBP
Chart date: August 1, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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