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SVM UK GROWTH B

Bestinvest LogoFocused portfolio of UK equities

PRICE (INC)

-

PRICE (ACC)

441.7p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.97%

YIELD

0.6%

1 YEAR
-1.62%
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Prices as at 28 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 this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI. The performance is measured after all fees and costs are deducted. The Fund will identify investment opportunities in UK companies that can grow faster than the wider market and are capable of sustained growth. The Fund will invest at least 80% in equities and equity related instruments in UK companies. These are companies in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated or domiciled or conduct a significant portion of their business in the UK. Some companies may however have overseas earnings as part of their trading profits.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedMarch 2000
Size£74m
Yield0.6%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.97%

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