020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

CAVENDISH AIM - Fund overview

No Bestinvest rating
Find rated uk smaller companies funds


Overview of CAVENDISH AIM

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  October, 2005
Size  £18m
Yield 0.0%
Charging basis  –
Dividends paid  15/3
Bid price 102.80p

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 1.77%
Reduction in yield (10yr) 1.77%

Bestinvest says


No information available.

Portfolio

cavendish aim asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
cavendish aim equity geographic illustration
Allocation Proportion
UK 83%
Europe 6%
Nth America 4%
Japan 0%
Pacific 7%
Other Equity 0%
cavendish aim equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 2%
Small Caps 98%

Investment process


The objective of the fund is to achieve long-term capital growth and it aims to invest mainly in equities on the UK Alternative Investment Market ("AIM"). This will be achieved by an actively managed diversified portfolio of shares spread across any sector of AIM. In addition the fund may on occasion invest in fully listed shares of companies with smaller market capitalisation.

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.

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

Version: 4.1.1