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IFDS BROWN SHIPLEY UK FLAGSHIP A - Fund overview

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Overview of IFDS BROWN SHIPLEY UK FLAGSHIP A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFDS BROWN SHIPLEY UK FLAGSHIP A does not fall into either of these categories at present.

Standard Initial Charge

3.50% 0.50%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  June, 2004
Size  £42m
Yield 2.7%
Charging basis  –
Dividends paid  –
Bid price(inc) 138.02p
Bid price(acc) 167.78p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.36%
Reduction in yield (10yr) 1.41%

Bestinvest says


No information available.

Portfolio

ifds brown shipley uk flagship a asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%
ifds brown shipley uk flagship a equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
ifds brown shipley uk flagship a equity capitalisation illustration
Allocation Proportion
Large Caps 68%
Mid Caps 11%
Small Caps 21%

Investment process


This fund aims for long term capital growth and income through investment in UK equities across all UK sectors.

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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