S&W Revera UK Dynamic Corporate
Fund
Fund Info
- Yield History1.22%
- 3 Year sharpe0.29
- 3 Year alpha1.29
- Distribution Typeaccumulation
- BenchmarkFTSE AllSh TR GBP
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.80%
- IA SectorUK All Companies
- Manager GroupSmith & Williamson
- DomicileUnited Kingdom
- ISINGB00B8350522
Investment Strategy
Investment of the assets of each Sub-fund must comply with the FCA Regulations and its own investment objective and policy. Details of the investment objective and policy of each Sub-fund are set out overleaf together with other information including available share classes, charges, minimum investment levels and distribution dates. A detailed statement of the investment and borrowing restrictions applicable to the Company as a whole is contained in Appendix 2. Lists of the eligible securities and derivatives markets on which each Sub-fund may invest are contained in Appendix 4 and Appendix 5.
Each Fund is available to a wide range of investors seeking access to a portfolio managed in accordance with a specific investment objective and policy.
Different share classes may be issued in respect of each Sub-fund.
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