Unicorn Outstanding British Co Instl

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.83%
  • 3 Year sharpe0.12
  • 3 Year alpha-0.39
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorUK All Companies
  • Manager GroupUnicorn
  • DomicileUnited Kingdom

Investment Strategy

The Unicorn Outstanding British Companies Fund aims to achieve long term capital growth by investing in a portfolio of outstanding British companies by taking a long term view of not less than five years. British companies are defined as those which are incorporated or domiciled in the UK or have a significant part of their operations in the UK. At least 80% of the companies that the Fund invests into will be British companies. The Fund can also invest into companies that are not otherwise British companies but are listed on stock exchanges in the UK.

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