Aims for capital growth. Positional controls, albeit flexible, are applied.
Prices as at 18 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 Smaller Companies|
|Dividends paid||28 Feb, 30 Aug|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.85%|
The fund objective is to outperform the FTSE SmallCap (exc Investment Companies) index by 2-3% pa over rolling 3-year periods. This is to be achieved through investing in companies where "good management can have most impact on earnings". Cash position will be a maximum of 5% to maintain a focus on the fund objective. When purchasing stocks, companies are assessed primarily on market strength and valuation. Investments are constantly reviewed and any change that may affect the estimated valuation may lead to a sale of the holding.
Past performance is not a guide to future performance. View full risk warning