State Street AUT UK Screened (ex Controversies and CW) Index Equity (0P00007Z92.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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State Street AUT UK Screened (ex Controversies and CW) Index Equity
21 St James Square
44 0 207 698 6000
Management information
,Lead manager since 30 April 2005
Andrew joined Gartmore in 1992 and became a trainee investment manager in 1997. Andrew now manages UK equity index funds. He started his career at Green & Company, private client stockbrokers as assistant/head cashier. In 1988, he joined Robert Fleming as an investment trust administrator, moving to Barings Investment Management in 1990 where he held a position as investment administrator. Andrew obtained the Investment Management Certificate in 1995.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyState Street Unit Trust Mgmt Ltd
Net assets218.71M
YTD return3.87%
Yield0.00%
Morningstar rating★★★
Inception date15 Apr 2005
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover-7.96%
Average for categoryN/A
Fees and expenses
Expense0P00007Z92.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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