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No Bestinvest rating Find rated uk smaller companies funds
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A focused portfolio of 60 to 70 stocks. However, the manager does not favour holding positions under 1% of the portfolio, although they will hold onto stocks that perform well if still attractive. Most favoured stocks will normally represent 2-3% of the portfolio. No unquoted stocks.
There are some limits placed on the portfolio but these could result in significant divergences from the benchmark from time to time.
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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