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fund

SVS Sanlam UK Equity Growth B

PRICE (INC)

173.7p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.85%

YIELD

1.7%

1 YEAR
-16.51%

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.

Fund summary

SectorUK All Companies
StructureUNIT TRUST
LaunchedJune 2011
Size£16m
Yield1.7%
Charging BasisIncome
Dividends paid16 Jan, 16 Jul

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.85%

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