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WESLEYAN GROWTH - Fund overview

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Overview of WESLEYAN GROWTH

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

Standard Initial Charge

4.00% 4.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  December, 1995
Size  £55m
Yield 2.7%
Charging basis  –
Dividends paid  –
Bid price 253.26p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 4.00%
Additional bid/offer spread 0.99%
Annual management charge 1.25%
Total expense ratio 1.49%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

wesleyan growth asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
wesleyan growth equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
wesleyan growth equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the fund is to produce capital appreciation and an increasing income from the active management of a diversified portfolio of securities. Under normal circumstances the emphasis will be on equity shares. However, the Manager reserves the right to invest a portion of the Fund in bonds, other fixed interest securities and conver tibles should such investment be deemed
advantageous in view of prevailing market conditions.

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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