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MI Chelverton UK Equity Growth B

Bestinvest LogoUK equity fund focused on smaller companies, defined as those outside the FTSE 100 index.

PRICE (INC)

306.95p

PRICE (ACC)

326.22p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.87%

YIELD

0.6%

1 YEAR
-16.59%

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.

The fund targets long-term capital growth through investment in mid and small cap stocks listed in the UK, defined as those outside the FTSE 100 index.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedOctober 2014
Size£1,217m
Yield0.6%
Charging BasisCapital
Dividends paid28 Feb

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.87%

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