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CF WALKER CRIPS UK GROWTH - Fund overview

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Overview of CF WALKER CRIPS UK GROWTH

Managed jointly by Jan Luthman and Stephen Bailey, each manager plays to their strengths. Luthman provides the top-down thinking that allows for the targeting of prevailing themes within the market. Stephen Bailey then uses his extensive broking experience to read the market and to provide best execution with the stocks chosen to exploit these themes.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  February, 1999
Size  £173m
Yield 3.7%
Charging basis  –
Dividends paid  31/3, 30/9
Bid price(inc) 144.26p -0.60p
Bid price(acc) 195.43p -0.83p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.01%
Annual management charge 1.50%
Total expense ratio 1.57%
Reduction in yield (10yr) 1.77%

Bestinvest says


No information available.

Portfolio

cf walker crips uk growth asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
cf walker crips uk growth equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
cf walker crips uk growth equity capitalisation illustration
Allocation Proportion
Large Caps 42%
Mid Caps 18%
Small Caps 40%

Investment process


Walker Crips are better known as private client stockbrokers, however through the purchase of a rival they inherited a small unit trust range. Under the control of Walker Crips the funds have been put under new management, in this case a joint management structure of Jan Luthman and Stephen Bailey.
The approach is largely top down in orientation with Luthman seeking to identify themes that the broader market has missed or has yet to identify. The managers are candid in realising that they have little in the way of an edge when it comes to "crunching" numbers, therefore they feel they add value through a qualitative approach.

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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