Smith & Williamson Defensive Growth B

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Fund Info

  • Yield History0.50%
  • 3 Year sharpe1.40
  • 3 Year alpha2.08
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • SectorTargeted Absolute Return
  • Manager GroupSmith & Williamson
  • DomicileIreland

Investment Strategy

The investment objective of the Fund is to achieve long-term steady capital growth by adopting a policy to normally invest at least 50% of the assets in zero dividend preference shares (zeros), and synthetic zeros. The Fund may also invest in other transferable securities, money market instruments, deposits, collective investment schemes and warrants.

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