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PREMIER UK STRATEGIC GROWTH R - Fund overview

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Find rated uk all companies funds


Overview of PREMIER UK STRATEGIC GROWTH R

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

Standard Initial Charge

5.25% 1.25%

Invest via Bestinvest

to save 4.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  June, 1972
Size  £53m
Yield 1.9%
Charging basis  –
Dividends paid  30/4, 31/10.
Bid price 123.81p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.77%
Reduction in yield (10yr) 1.89%

Bestinvest says


No information available.

Portfolio

premier uk strategic growth r asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
premier uk strategic growth r equity geographic illustration
Allocation Proportion
UK 97%
Europe 3%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
premier uk strategic growth r equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 25%
Small Caps 1%

Investment process


The investment objective of the Fund is to achieve capital growth. The Fund's investment policy is to invest in securities, primarily in the UK, in order to pursue a strategy of identifying themes which will have a positive impact on the Fund. Stocks will be identified based on their exposure to these themes and on their fundamental value.

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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