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S&W MUNRO X - Fund overview

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Overview of S&W MUNRO X

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. S&W MUNRO X does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  September, 2007
Size  £3m
Yield 3.7%
Charging basis  –
Dividends paid  May & September
Bid price(inc) 76.81p
Bid price(acc) 87.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 1.77%
Reduction in yield (10yr) 1.77%

Bestinvest says


No information available.

Portfolio

s&w munro x  asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
s&w munro x  equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
s&w munro x  equity capitalisation illustration
Allocation Proportion
Large Caps 38%
Mid Caps 52%
Small Caps 10%

Investment process


The Munro Fund seeks to deliver the total return of the FTSE 350 index through its unique process of creating a tracker fund using forecast gross cash dividends to construct the portfolio. The Fund will seek to outperform the FTSE 350 over the long term by holding all securities, excluding Investment Trusts, in that index that are forecast to pay a dividend. The Fund will be constructed on the basis of the underlying fundamental financial attributes of the companies in the index rather on their market capitalisation. The weight of each company in the Fund will be determined by the proportion that its forecast total dividend will be expected to make of the total income of all the companies held in the Fund.

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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