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RIVER AND MERCANTILE UK EQUITY SMALLER COMPANIES - Fund overview

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Overview of RIVER AND MERCANTILE UK EQUITY SMALLER COMPANIES

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. RIVER AND MERCANTILE UK EQUITY SMALLER COMPANIES does not fall into either of these categories at present.

Standard Initial Charge

5.25% 2.25%

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  November, 2006
Size  £30m
Yield 1.1%
Charging basis  –
Dividends paid  31/5, 30/11.
Bid price 101.80p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 2.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.57%
Reduction in yield (10yr) 1.79%

Bestinvest says


No information available.

Portfolio

river and mercantile uk equity smaller companies asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
river and mercantile uk equity smaller companies equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
river and mercantile uk equity smaller companies equity capitalisation illustration
Allocation Proportion
Large Caps
Mid Caps 30%
Small Caps 70%

Investment process


The investment objective of the Fund is to achieve capital growth by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market, in terms of market capitalisation.

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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