UNICORN FREE SPIRIT A - Fund overview
No Bestinvest rating
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Overview of
UNICORN FREE SPIRIT A
This is a best ideas fund managed by Peter Webb and team, who seek out stock anomalies believing that superior knowledge and understanding of companies is the best way to add value. This will often lead to investments in special situation stocks, with a bias towards smaller companies which is where Webb's core strength lies. He and his team often get close to these companies and are known for taking a focused investment approach and a more active role if change is required.
Standard Initial Charge
5.50% 0.50%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
December, 2001
|
| Size |
£3m
|
| Yield |
0.0%
|
| Charging basis |
–
|
| Dividends paid |
Nov
|
| Bid price |
257.29p |
Fund Charges
|
Standard Initial charge
|
5.50%
|
|
Initial charge via Bestinvest
|
0.50%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.84%
|
|
Reduction in yield (10yr)
|
1.89%
|