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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)

98.58p

PRICE (ACC)

102.15p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

1.52%

YIELD

4.6%

1 YEAR
-0.50%

Prices as at 04 Jul 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Maximum Growth fund is designed to deliver high growth by investing in UK and global stock markets. This portfolio is our 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 and Asia. Stock markets 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. The objective is to deliver capital growth over the long term.

Fund summary

Sector
StructureOFFSHORE FUND
LaunchedSeptember 2019
Size£121m
Yield4.6%
Charging Basis
Dividends paid31 Dec, 30 Jun

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure1.52%

Investment Process

The assets of the fund are managed with exposure to one or more of the following asset classes: 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 specialist fund analysts and 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. Fund volatility as well as asset allocation and geographical and capitalisation split of equities relative to the asset model is continually monitored to ensure that there is not a wide divergence relative to the in-house rules.

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