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SVM UK Growth B

Bestinvest LogoFocused portfolio of UK equities

PRICE (INC)

496.8p

PRICE (ACC)

496.8p

INITIAL CHARGE

1%

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.96%

YIELD

1%

1 YEAR
-28.51%

Prices as at 16 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’s aim is to achieve medium to long term capital growth from an equity portfolio selected from UK listed stocks and other permitted securities. Its objective is to beat the FTSE All-Share Index.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedMarch 2000
Size£140m
Yield1%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge1%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.96%

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