A UK small and mid cap equity fund with a large exposure to AiM listed securities.
Prices as at 01 Jul 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||UK All Companies|
|Dividends paid||Acc units only|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.79%|
The investment process is bottom up driven with a bias towards growth stocks. The team review the macroeconomic environment monthly and at times the portfolio may have some thematic orientation, including modest style tilts. The investment universe is diverse and spans the FTSE Small Cap and FTSE Fledgling indices, the AiM market, and smaller FTSE 250 companies. Ideas are generated internally by the extensive research resources, via the broker community and through other external contacts. Hargreave is supported by a team of 8 - the size of the team enables him to monitor a large percentage of the small cap universe. The team carry out all their own research on companies, which includes analysis of financial statements and meeting with company management. Hargreave controls all final investment decisions.
Past performance is not a guide to future performance. View full risk warning