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No Bestinvest rating Find rated uk smaller companies funds
As at: 30/04/2010 9.33% Hill & Smith Hldgs 8.64% Rights & Issues Investment Trust Cap 7.75% Brammer 5.33% Menzies(john) 5.22% Colefax Group 4.9% Treatt 4.7% Vp 4.5% Rps Group 4.43% Rpc Group 4.23% Thorpe(f.w.) Source: Trustnet
As at: 30/04/2010 96.41%UK 3.59% Money Market Source: Trustnet
Focused portfolio of c.40 stocks. Historically c.90% of the portfolio has been invested in small caps of which 15% are AIM stocks. The portfolio is characterised by low turnover, low valuations and lower market correlation than average.
There are no formal portfolio constraints. The top 10 stocks will typically account for up to 50% of portfolio and the top 20 for 75%. The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.
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
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