SVS Albion Olim UK Equity Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History5.83%
  • 3 Year sharpe-0.56
  • 3 Year alpha-4.39
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.00%
  • IA SectorUK Equity Income
  • Manager GroupSmith & Williamson
  • DomicileUnited Kingdom
  • ISINGB0031213175

Investment Strategy

The objective of the Trust is to achieve long term total returns through investment primarily in UK equities and convertible securities. The Manager may also from time to time invest in other securities, including UK government securities and other fixed interest securities. The portfolio of the Trust may be comprised of transferable securities, derivative and hedging instruments as deemed appropriate to meet the objective of the Trust and other permitted instruments may be selected and other permitted transactions entered into from time to time.

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