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MFM SLATER RECOVERY - Fund overview

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Overview of MFM SLATER RECOVERY

The fund's objective is to seek long term capital growth, principally through investment in UK companies. This is not a pure recovery mandate - the core strategy is to have core holdings of companies that can grow their earnings reliably and are priced cheaply. This is back up by a number of secondary strategies, such as companies trading at a discount to net asset value. The fund typically has a bias to smaller companies.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  March, 2003
Size  £46m
Yield 0.4%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 107.23p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.80%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.64%

Bestinvest says


No information available.

Portfolio

mfm slater recovery asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%
mfm slater recovery equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
mfm slater recovery equity capitalisation illustration
Allocation Proportion
Large Caps 13%
Mid Caps 6%
Small Caps 81%

Investment process


The fund's objective is to seek long term capital growth, principally through investment in UK Companies.

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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