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TAYLOR YOUNG GROWTH FUND - Fund overview

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Overview of TAYLOR YOUNG GROWTH FUND

The Fund aims to provide capital growth by investing in mainly UK companies, using a thematic, research led process, with the aim of identifying companies of tomorrow.

Standard Initial Charge

5.00% 

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  July, 2001
Size  £11m
Yield 0.7%
Charging basis  –
Dividends paid  Feb, Aug
Bid price 149.36p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.64%
Reduction in yield (10yr) 1.64%

Bestinvest says


No information available.

Portfolio

taylor young growth fund asset allocation illustration
Allocation Proportion
Equity 87%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 13%
taylor young growth fund equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
taylor young growth fund equity capitalisation illustration
Allocation Proportion
Large Caps 40%
Mid Caps 30%
Small Caps 30%

Investment process


The Fund investes in mainly UK companies, which they believe will be the companies of tomorrow, there is no emphasis on 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. 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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