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CF JM FINN UK SMALLER COMPANIES R - Fund overview

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Overview of CF JM FINN UK SMALLER COMPANIES R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CF JM FINN UK SMALLER COMPANIES R does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.25%

Invest via Bestinvest

to save 4.75%

Find out how to invest

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  July, 2010
Size  £5m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 109.61p
Bid price(acc) 109.67p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.52%

Bestinvest says


No information available.

Portfolio

cf jm finn uk smaller companies r asset allocation illustration
Allocation Proportion
Equity 91%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 9%
cf jm finn uk smaller companies r equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
cf jm finn uk smaller companies r equity capitalisation illustration
Allocation Proportion
Large Caps –
Mid Caps 30%
Small Caps 70%

View all performance data for CF JM FINN UK SMALLER COMPANIES R

Investment process


The objective of the fund is to achieve long term capital growth predominantly through investment in smaller companies incorporated or listed in the UK. The manager may also choose to hold Government securities, collective investment schemes, cash and money market instruments as appropriate in achieving the overall objective of the Fund. The manager may on occasion enter into derivative contracts for the purposes of hedging the portfolio risk, as appropriate in order to fulfil this objective.

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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