fund
SVS DOWGATE UK NEW ECONOMIES B
PRICE (INC)
166.4p
PRICE (ACC)
-
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.65%
ONGOING CHARGE
0.81%
YIELD
1.8%
1 YEAR
2.54%Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The investment objective of the Fund is to achieve long-term capital growth over a period of at least 7 years. The Manager’s policy in order to achieve the Trust's objective will be to invest at least 70% of its portfolio in UK companies (those domiciled or incorporated or that have a significant business in the UK). The Trust may also invest in companies listed on recognised UK stock exchanges (such as the London Stock Exchange) but which may be domiciled, incorporated or have significant business elsewhere. The companies in which the Manager invests will, in the opinion of the Manager, have the potential to deliver growth in earnings that exceeds that of the wider UK equity market.
Fund summary
| Sector | UK All Companies |
|---|---|
| Structure | UNIT TRUST |
| Launched | April 2019 |
| Size | £11m |
| Yield | 1.8% |
| Dividends paid | March, September |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.65% |
| Ongoing Charges Figure | 0.81% |
Investment Process
To achieve long-term growth of capital, primarily through investment in the UK but with some exposure to other world markets. In order to achieve the Trust’s objective, the strategy is to invest primarily in established UK companies where the Manager believes there to be good prospects for above average growth. A combination of fundamental research and quantitative screening is used to manage the portfolio.
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