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IFSL MARLBOROUGH EUROPEAN SPECIAL SITUATIONS P

Bestinvest LogoContinental European equity fund with a high weighting to small caps.

PRICE (INC)

658.37p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.8%

YIELD

2.4%

1 YEAR
0.25%
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Prices as at 07 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years. At least 80% of the Fund will be invested in the shares of companies listed on European stock markets (excluding the UK). Of this, up to 90% will be in smaller companies. The Investment Manager defines smaller companies as companies in the bottom 20% of the market cap, meaning the 20% smallest listed companies by size. The remainder will be in Mid and Large cap companies.

Fund summary

SectorEurope Excluding UK
StructureUNIT TRUST
LaunchedDecember 2012
Size£221m
Yield2.4%
Dividends paidNovember

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.8%

Investment Process

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