020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

ST JAMES PLACE UK & GENERAL PROGRESSIVE - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of ST JAMES PLACE UK & GENERAL PROGRESSIVE

A pure stock picking fund that benefits from an experienced fund manager in John Hodson. His knowledge and approach has successfully steered the fund through what has been a very volatile UK market in recent years.

Standard Initial Charge

5.00% 5.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  October, 1989
Size  £520m
Yield 1.6%
Charging basis  –
Dividends paid  15/2.
Bid price(inc) 580.00p
Bid price(acc) 833.90p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 5.00%
Additional bid/offer spread 0.25%
Annual management charge 1.50%
Total expense ratio 1.95%
Reduction in yield (10yr) 2.48%

Bestinvest says


No information available.

Portfolio

st james place uk & general progressive asset allocation illustration
Allocation Proportion
Equity 82%
High yield bonds 0%
Quality bonds 16%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
st james place uk & general progressive equity geographic illustration
Allocation Proportion
UK 84%
Europe 12%
Nth America 2%
Japan 0%
Pacific 0%
Other Equity 2%
st james place uk & general progressive equity capitalisation illustration
Allocation Proportion
Large Caps 53%
Mid Caps 39%
Small Caps 8%

Investment process


The trust will aim to maximise total return, comprising capital appreciation and income, through investment in principally, but not exclusively, the UK. The management of the fund is outsourced to Taube Hodson stonex Partners Limited.
The managers run a balanced portfolio, with a pragmatic approach with a mixture between growth and value. The fund also seeks to add value by investing in less popular stocks which the fund managers believe are out of favour and subsequently undervalued. The fund will also invest in fixed interest securities during more uncertain market conditions.

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

Version: 4.1.2