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MFM TECHINVEST SPECIAL SITUATIONS - Fund overview

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Overview of MFM TECHINVEST SPECIAL SITUATIONS

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

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	UK Smaller Companies
Product type	OEIC
Launched	July, 2005
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	68.52p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	2.24%
Reduction in yield (10yr)	2.44%

Bestinvest says

No information available.

Portfolio

mfm techinvest special situations asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

mfm techinvest special situations equity geographic illustration

Allocation		Proportion

	UK	92%
	Europe	4%
	Nth America	4%
	Japan	0%
	Pacific	0%
	Other Equity	0%

mfm techinvest special situations equity capitalisation illustration

Allocation		Proportion

	Large Caps	0%
	Mid Caps	5%
	Small Caps	95%

View all performance data for MFM TECHINVEST SPECIAL SITUATIONS

Investment process

The investment objective of the Techinvest Special Situations Fund is to provide long-term capital growth and the accumulation of income through an actively managed portfolio of equities whose future prospects do not appear to be fully reflected yet in the current stockmarket price. The focus will be on smaller UK companies, although opportunities outside the UK may also be included, where appropriate. Particular attention will be paid to new emerging growth stocks and to recovery situations where change in a company's underlying dynamics or direction can be expected to lead to an improvement in its reported results. There may be occasions when the investment manager, in order to ensure liquidity or stability, chooses to hold bonds, government securities, collective investment schemes or a high level of cash or money market instruments.

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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