Fund
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UK Smaller Companies
Fund Size
-
Yield History
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Ongoing Charge (OCF)
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3 Years Sharpe
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3 Years Alpha
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52w Low / High
- / -
NAV Price
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Chg
-
-
Updated: -
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Fund Size
-
Yield History
-
Ongoing Charge (OCF)
-
3 Years Sharpe
-
3 Years Alpha
-
52w Low / High
- / -
This stock can be held in:
Fund Info
Distribution Type
accumulation
Manager Group
IFSL
Domicile
United Kingdom
ISIN
GB00BF2ZV048
Benchmark
FTSE Small Cap TR GBP
Legal Structure
Open Ended Investment Company
Investment Strategy
The aim of the Fund is to increase the value of your investment by more than any increase in the FTSE SmallCap Index (ex-Investment Companies) over any 10 year period, however there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of very small companies and investment trusts listed on UK stock exchanges. These are companies whose market capitalisation (the market value of a company’s shares) is £100m or less at the time the initial purchase is made.
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