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WDB UK GROWTH R - Fund overview

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Overview of WDB UK GROWTH R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WDB UK GROWTH R does not fall into either of these categories at present.

Standard Initial Charge

4.50% 1.50%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  April, 1993
Size  £49m
Yield 1.9%
Charging basis  –
Dividends paid  28/2, 31/8.
Bid price 282.59p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.92%
Reduction in yield (10yr) 2.07%

Bestinvest says


No information available.

Portfolio

wdb uk growth r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
wdb uk growth r equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
wdb uk growth r equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 11%
Small Caps 89%

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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