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Evelyn Maximum Growth Portfolio Clean GBP

Bestinvest LogoA multi-asset fund of funds, with a bias to equities including significant exposure to overseas equities

PRICE (INC)

104.42p

PRICE (ACC)

108.2p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

1.51%

YIELD

0.7%

1 YEAR
-5.89%

Prices as at 11 Aug 2022.

Fund commentary last updated 08 Aug 2022.

Past performance is not an indication of future performance.

Capital at risk.

This fund of funds is designed to deliver high growth over the long term by investing in UK and global stockmarkets. This portfolio is the most adventurous in our fund suite, as it invests mainly in shares and has substantial exposure to both smaller companies and markets outside the UK, including emerging markets. Stockmarkets can be particularly volatile in the short term, and investments in smaller companies and overseas markets also carry their own risks. This means the Maximum Growth fund could suit adventurous investors who have a very high tolerance to risk and a long-time horizon.

Fund summary

Sector
StructureOFFSHORE FUND
LaunchedSeptember 2019
Size£124m
Yield0.7%
Charging BasisN/A
Dividends paid31 Dec, 30 Jun

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure1.51%

Investment Process

Asset class exposure within the fund will be predominately accessed via collective investment schemes (both regulated and unregulated, including but not restricted to certain hedge funds where investment would be consistent with the fund's investment objective and policy), investment trusts, investment companies, fixed income securities, equities, immovable property, cash, near cash and deposits. The fund may also invest in other transferable securities and money market instruments. The fund's asset allocation is set by the Asset Allocation Committee on a quarterly basis. Our team of portfolio managers then identify what they believe to be the best funds to achieve that asset allocation, with the aim of delivering excellent client outcomes.

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