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ECCLESIASTICAL UK EQUITY GROWTH - Fund overview

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Overview of ECCLESIASTICAL UK EQUITY GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ECCLESIASTICAL UK EQUITY GROWTH does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  September, 1999
Size  £72m
Yield 1.2%
Charging basis  INCOME
Dividends paid  Apr, Aug
Bid price 137.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.55%
Reduction in yield (10yr) 1.55%

Bestinvest says


No information available.

Portfolio

ecclesiastical uk equity growth asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds –
Quality bonds 0%
Property –
Commodities –
Hedge –
Fund cash 4%
ecclesiastical uk equity growth equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
ecclesiastical uk equity growth equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 22%
Small Caps 6%

View all performance data for ECCLESIASTICAL UK EQUITY GROWTH

Investment process


The Investment Objective of the fund is to achieve long term capital growth with a reasonable level of income. It invests in a range of UK companies that the managers believe offer good prospects for future growth.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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