Kames UK Opportunities GBP B Acc

Fund

Fund Info

  • Yield History1.55%
  • 3 Year sharpe0.47
  • 3 Year alpha-2.41
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorUK All Companies
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B1N9DS91

Investment Strategy

The investment objective is to maximise total return (income plus capital). To invest principally in an actively managed portfolio of equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed on the UK stock market. A maximum of 10% of the Net Asset Value of the Scheme Property of the Fund may be invested in units or shares of other collective investment schemes. It is intended that investment in such other collective investment schemes will be predominately in approved money market instruments The Fund may also hold cash and near cash.