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CT UK SMALLER COMPANIES 2

Bestinvest LogoAims for medium to long term growth, mainly from UK smaller companies.

PRICE (INC)

-

PRICE (ACC)

1187p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.98%

YIELD

2.5%

1 YEAR
-4.54%
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Prices as at 28 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to achieve medium to long-term capital growth , with some income, over the medium to long term (at least 3-5 years). The Fund invests primarily in equities at least 70% in shares of smaller UK companies. A UK company is one from any economic sector that may be listed, quoted or traded in the UK or elsewhere but which is incorporated, domiciled or conducts a significant portion of its business in the UK. A smaller company is Smaller sized companies are defined by the investment manager for the Fund as a company within the bottom 10 per cent of the total companies with a market capitalisation of all publicly listed equity in the UK less than £4 billion at the time of purchase. The Fund may invest in any industry sector.

Fund summary

SectorUK Smaller Companies
StructureOEIC
LaunchedMay 2000
Size£21m
Yield2.5%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.98%

Investment Process

The fund's objective is to provide medium to long term capital growth through investments primarily in UK smaller companies. A proportion of the assets may comprise convertible stocks and other permitted investment vehicles which are linked to UK smaller companies.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning