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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)

261.19838p

PRICE (ACC)

280.94111p

INITIAL CHARGE

5%

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.86%

YIELD

1.4%

1 YEAR
-9.23%
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Prices as at 29 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The objective of the Sub-fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK small and medium sized market capitalised companies equities. The asset classes in which the Sub-fund is permitted to invest includes transferable securities, money market instruments, warrants, convertibles, cash and near cash and deposits as permitted for UCITS schemes under COLL and in accordance with the Sub-fund’s investment powers.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedOctober 2014
Size£731m
Yield1.4%
Dividends paidFebruary

Charges

Standard Initial Charge5%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.86%

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