SVS Brown Shipley Growth I Inc

Fund
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Fund Info

  • Yield History1.60%
  • 3 Year sharpe0.77
  • 3 Year alpha-1.38
  • Distribution Typeincome
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.34%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupSmith & Williamson
  • DomicileUnited Kingdom
  • ISINGB00B3NGWQ53

Investment Strategy

A multi asset portfolio seeking investment returns, via a focus on captial growth assets. It is expected that the Fund will have exposure to UK and international equities with a lesser exposure to fixed interest investments, alternatives and cash. Exposure will be achieved mainly through collective investment Schemes (including open-ended investment companies and unit trusts) and other permitted investments that have a similar diversified character, such as exchange traded funds. The Fund may also invest, at the ACD’s discretion, in transferable securities, structured products, money market instruments, cash and near cash and deposits Use may also be made of stock lending, borrowing, cash holdings, derivatives for hedging and other efficient portfolio management techniques permitted in the COLL Sourcebook.

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