SVS SANLAM UK NEW ECONOMIES B
PRICE (INC)
158p
PRICE (ACC)
-
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.65%
ONGOING CHARGE
0.81%
YIELD
1.8%
1 YEAR
10.05%Prices as at 30 Oct 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
Sector | UK All Companies |
---|---|
Structure | UNIT TRUST |
Launched | April 2019 |
Size | £22m |
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