CT UK SMALLER COMPANIES 2
Aims 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%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.
Fund summary
Sector | UK Smaller Companies |
---|---|
Structure | OEIC |
Launched | May 2000 |
Size | £21m |
Yield | 2.5% |
Dividends paid | Accumulation units only |
Charges
Standard Initial Charge | 0% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.75% |
Ongoing Charges Figure | 0.98% |
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