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CF AMATI UK SMALLER COMPANIES A - Fund overview

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Overview of CF AMATI UK SMALLER COMPANIES A

Adopting a pragmatic approach to markets, the fund's manager Paul Jourdan will select companies that he believes have the potential for earnings growth over a three to five year period. Although the fund generally invests in very small companies, it may also invest in companies with a market capitalisation up to £1 billion.

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  December, 1998
Size  £12m
Yield 0.1%
Charging basis  Income
Dividends paid  Acc units only
Bid price 341.34p -1.50p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.10%
Reduction in yield (10yr) 2.20%

Bestinvest says


No information available.

Portfolio

cf amati uk smaller companies a asset allocation illustration
Allocation Proportion
Equity 103%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash -3%
cf amati uk smaller companies a equity geographic illustration
Allocation Proportion
UK 79%
Europe 1%
Nth America 8%
Japan 0%
Pacific 7%
Other Equity 5%
cf amati uk smaller companies a equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 5%
Small Caps 95%

Investment process


The objective of this fund is to achieve long term capital growth through investment in UK smaller companies. The fund is managed with a growth style, although the manager will take a directional view on markets, consequently he will look to protect the fund during down periods. Generally the manager is looking for companies where he can see a three to five year story unfold. In terms of company specifics, he targets balance sheet strength, new market share, franchise roll out, pricing power, industry recovery and cost reduction.
As well as regularly meeting companies, the manager will also conduct top down (macro) analysis to identify sectors of interest that may benefit from industry and economic trends.

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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