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PREMIER ALPHA GROWTH - Fund overview

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Overview of PREMIER ALPHA GROWTH

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

Standard Initial Charge

5.25% 1.25%

Invest via Bestinvest

to save 4.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  July, 1988
Size  £20m
Yield 1.8%
Charging basis  –
Dividends paid  30/4, 31/10.
Bid price 167.95p -1.19p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.71%
Reduction in yield (10yr) 1.83%

Bestinvest says


No information available.

Portfolio

premier alpha growth asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 5%
Property
Commodities
Hedge
Fund cash 2%
premier alpha growth equity geographic illustration
Allocation Proportion
UK 88%
Europe 0%
Nth America 8%
Japan 0%
Pacific 0%
Other Equity 4%
premier alpha growth equity capitalisation illustration
Allocation Proportion
Large Caps 52%
Mid Caps 15%
Small Caps 33%

Investment process


To achieve long term capital growth. The Fund's investment policy is to invest mainly in a portfolio of UK and other securities, which may include fixed interest and overseas securities.

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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