SVS Dowgate Wealth UK Small Cap Gr Fd
|1 Jan 1970
|Last Ex-Dividend Date
|01 January 2020
|UK Smaller Companies
|Standard Initial Charge
|Annual Management Charge
The aim of the Sub-fund is to provide long term capital growth over periods of 5 years or longer. In normal market conditions, at least 80% of the Sub-fund will be invested, directly or indirectly, in the shares of UK smaller companies. These are shares of companies which are incorporated or domiciled in the UK or shares of companies that are listed in the UK and have the majority of their economic activity in the UK and which form the bottom 10% of the UK equity market by capitalisation. The aim of the Sub-fund is to identify companies that have good long-term growth potential. The predominant focus is on individual company analysis and selection, although economic conditions are also considered. The Sub-fund is actively managed, which means the Investment Manager decides which investments to buy or sell and when. The Sub-fund invests in a diverse portfolio of companies and is not constrained by any industry or sector.
Evelyn Partners Fund Solutions Limited
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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