The fund’s investment objective is to aim to achieve capital growth by investing in UK smaller companies. The policy is to invest in smaller companies in the UK which are expected to exhibit superior growth over the long term. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.
Latest Price | 149.60p | IMA Sector | UK Smaller Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 31/05/1987 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B76V8019 | Dividend | 1.98p |
Date | 21-Nov-2024 |
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NAV | 149.60p |
Currency | GBP |
Change | -1.90p |
% | -1.25% |
YTD change | 13.50p |
YTD % | 9.92% |
Fund Inception | 31/05/1987 |
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Fund Manager | n/a |
TER | 0.87 (31-May-2012) |
Minimum Investment | |
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Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
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No risk data available. |
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