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UNICORN OUTSTANDING BRITISH COMPANIES - Fund overview

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Overview of UNICORN OUTSTANDING BRITISH COMPANIES

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

Standard Initial Charge

5.50% 2.75%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  December, 2006
Size  £8m
Yield 0.7%
Charging basis  –
Dividends paid  Acc units only.
Bid price 159.81p

Fund Charges

Standard Initial charge 5.50%
Initial charge via Bestinvest 2.75%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.37%
Reduction in yield (10yr) 2.64%

Bestinvest says


No information available.

Portfolio

unicorn outstanding british companies asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 7%
unicorn outstanding british companies equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
unicorn outstanding british companies equity capitalisation illustration
Allocation Proportion
Large Caps 8%
Mid Caps 28%
Small Caps 64%

View all performance data for UNICORN OUTSTANDING BRITISH COMPANIES

Investment process


The Fund’s principal objective is to achieve the highest annual compounding rate of return over the long-term (not less than five years), from investing in a collection of outstanding companies, with the least amount of economic, as distinct from market price, risk.
The Investment Managers take a long-term buy and hold approach with the Investment Analysts responsible for investment ideas and the Investment Managers responsible for capital allocation. The Fund invests in both AIM and Fully Listed companies. Approximately 75% of the Fund will be invested in established outstanding companies and 25% in smaller, faster growing outstanding companies.

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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