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MANEK GROWTH - Fund overview

No Bestinvest rating
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Overview of MANEK GROWTH

The manager aims to achieve long-term capital growth and has the freedom to invest in the whole spectrum of market capitalisation in the UK but has a notable bias towards growth stocks. Furthermore, he also holds a significant number of US stocks. This raises concerns, however, regarding the size of the funds investigable universe relative to its actual resources in research. The lack of risk controls on the fund is another factor leading to us awarding the fund a one star (sell) rating.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  December, 1997
Size  £22m
Yield 0.0%
Charging basis  Income
Dividends paid  –
Bid price 61.16p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 1.21%
Annual management charge 1.50%
Total expense ratio 2.23%
Reduction in yield (10yr) 2.55%

Bestinvest says


The manager has underperformed during his near 13 year fund management career and the fund has been much more volatile than the market as a whole. We rated the fund one star in October 2002 and currently see no reason to change our view. We believe the manager's investment process, which is largely growth focused; combining growth, value and momentum strategies is too one dimensional. We would only expect this fund to perform during market rallies or momentum led markets. However, those investors looking for long term sustainable returns from a growth style of investment could consider either AXA Framlington UK Select Opportunities or JO Hambro UK Opportunities.

Portfolio

manek growth asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 20%
manek growth equity geographic illustration
Allocation Proportion
UK 92%
Europe 8%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
manek growth equity capitalisation illustration
Allocation Proportion
Large Caps 5%
Mid Caps 56%
Small Caps 39%

Investment process


The Manek Growth Fund (“the Fund”) aims to achieve long-term capital growth by investment in UK equities whilst retaining the flexibility to invest worldwide in any economic sector. The Fund’s investment policy is to combine growth, value and momentum strategies.
This is the only fund run by Manek Investments and the fund will therefore correspond with the managers overall macroeconomic views.

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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