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SMITH & WILLIAMSON UK EQUITY GROWTH - Fund overview

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Overview of SMITH & WILLIAMSON UK EQUITY GROWTH

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

Standard Initial Charge

5.00% 0.00%

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to save 5.00%

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Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  May, 1987
Size  £10m
Yield 1.4%
Charging basis  –
Dividends paid  –
Bid price 262.40p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.65%
Reduction in yield (10yr) 1.65%

Bestinvest says


No information available.

Portfolio

smith & williamson uk equity growth asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 4%
smith & williamson uk equity growth equity geographic illustration
Allocation Proportion
UK 99%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%
smith & williamson uk equity growth equity capitalisation illustration
Allocation Proportion
Large Caps 63%
Mid Caps 20%
Small Caps 17%

View all performance data for SMITH & WILLIAMSON UK EQUITY GROWTH

Investment process


To achieve long-term growth of capital, primarily through investment in the UK but with some exposure to other world markets.
In order to achieve the Trust’s objective, the strategy is to invest primarily in established UK companies where the Manager believes there to be good prospects for above average growth. A combination of fundamental research and quantitative screening is used to manage the portfolio.

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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