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CFP SDL Free Spirit General Acc fund price, performance, charts and research

Fund

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UK All Companies

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

Conbrio Fund Partners

Domicile

United Kingdom

ISIN

GB00BYYQC271

Benchmark

UK CPI + 2%

Legal Structure

Open Ended Investment Company

Investment Strategy

The investment objective of the Fund is to seek to achieve real growth in capital and income over the long term. The Fund will invest mainly in a portfolio of UK equities listed on the LSE or quoted on AIM/ISDX and may also invest in other transferable securities, money market instruments, units and/or Shares in other collective investment schemes, deposits, warrants, cash and near cash. Real growth means growth in excess of inflation, defined as the UK Consumer Price Index (CPI) +2% per annum on average and long term means over a minimum investment horizon of five years. It is likely that the portfolio will contain between 25 and 40 holdings when fully invested.

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