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RIVER AND MERCANTILE LONG TERM RECOVERY A - Fund overview

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Overview of RIVER AND MERCANTILE LONG TERM RECOVERY A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. RIVER AND MERCANTILE LONG TERM RECOVERY A does not fall into either of these categories at present.

Standard Initial Charge

5.25% –

Fund summary

Sector	UK All Companies
Product type	OEIC
Launched	July, 2008
Size	£91m
Yield	0.2%
Charging basis	–
Dividends paid	–
Bid price	117.11p

Fund Charges

Standard Initial charge	5.25%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.75%
Total expense ratio	1.75%
Reduction in yield (10yr)	1.75%

Bestinvest says

No information available.

Portfolio

river and mercantile long term recovery a asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

river and mercantile long term recovery a equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

river and mercantile long term recovery a equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for RIVER AND MERCANTILE LONG TERM RECOVERY A

Investment process

The investment objective of the Fund is to achieve capital growth through investing in a portfolio which will primarily consist of UK equities that meet the manager’s recovery criteria of a turnaround in company profitability over the longer term. The Fund will not be restricted by reference to a benchmark, sector constraints or company size.

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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