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SF T1PS SMALLER COMPANIES GROWTH - Fund overview

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Overview of SF T1PS SMALLER COMPANIES GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SF T1PS SMALLER COMPANIES GROWTH does not fall into either of these categories at present.

Standard Initial Charge

5.25% 2.50%

Fund summary

Sector	UK Smaller Companies
Product type	OEIC
Launched	November, 2007
Size	£12m
Yield	0.0%
Charging basis	Income
Dividends paid	–
Bid price	89.00p

Fund Charges

Standard Initial charge	5.25%
Initial charge via Bestinvest	2.50%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	3.59%
Reduction in yield (10yr)	3.83%

Bestinvest says

No information available.

Portfolio

sf t1ps smaller companies growth asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

sf t1ps smaller companies growth equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

sf t1ps smaller companies growth equity capitalisation illustration

Allocation		Proportion

	Large Caps	–
	Mid Caps	–
	Small Caps	100%

View all performance data for SF T1PS SMALLER COMPANIES GROWTH

Investment process

The investment objective of the Fund is to achieve long term capital growth in excess of the Numis Smaller Companies Index from making value based investments in UK smaller companies. UK smaller companies are incorporated in the UK and have a market capitalisation no greater than £500 million at the time of investment.
It is the Fund’s policy to invest predominantly in securities of UK smaller companies admitted to or dealt in on any of the markets of the London Stock Exchange, including the Alternative Investment Market (AIM) and the Domestic Market.
The Fund aims to achieve the investment objective and policy primarily through specific stock selection. In so doing, the Fund will seek to identify UK smaller companies with improving financial performance, solid balance sheets and which either are or will shortly be cash generative, but which the Fund considers to be undervalued by the market.

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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