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IGNIS CARTESIAN UK OPPORTUNITIES A - Fund overview

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Overview of IGNIS CARTESIAN UK OPPORTUNITIES A

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

Standard Initial Charge

5.25% 2.25%

Invest via Bestinvest

to save 3.00%

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Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  December, 2005
Size  £62m
Yield 1.5%
Charging basis  –
Dividends paid  Acc units only.
Bid price 117.78p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 2.25%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 1.79%
Reduction in yield (10yr) 2.01%

Bestinvest says


No information available.

Portfolio

ignis cartesian uk opportunities a asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 2%
ignis cartesian uk opportunities a equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
ignis cartesian uk opportunities a equity capitalisation illustration
Allocation Proportion
Large Caps 45%
Mid Caps 39%
Small Caps 16%

View all performance data for IGNIS CARTESIAN UK OPPORTUNITIES A

Investment process


The investment objective of the fund is to achieve above average returns by investing predominately in UK listed companies. This will be achieved by investing in a concentrated portfolio of 30-60 high conviction stocks selected across the range of company size, with a bias to mid cap and small cap companies.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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