UK equity fund investing principally in stocks from the FTSE 250 index.
Prices as at 10 Aug 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||30 Sep|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.85%|
|Ongoing Charges Figure||0.85%|
The fund seeks capital growth from investment primarily in medium sized UK companies. The managers believe these are less well researched than large companies, creating price inefficiencies which they aim to exploit using a combination of top-down and bottom-up analysis. The managers use a range of economic indicators to guide the overall portfolio balance. The managers believe no one style works consistently so both growth and value stocks will be held, dependant on the state of the economic cycle. The bottom-up analysis focuses on stocks with at least one of the following attributes: (i) Consistently superior earnings growth; (ii) Likelihood of positive earnings revisions; (iii) Potential for a re-rating. In identifying these, stocks are initially put through a valuation filter before qualitative issues are considered such as market positioning, economic sensitivity, management quality and financial stability.
Past performance is not a guide to future performance. View full risk warning