Chelverton UK Dividend Trust Ord (LSE:SDV)

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Trading AccountISAJISASIPP

Trust Info

  • Market Cap£43.160m
  • OCF2.55%
  • AIC sectorUK Equity Income
  • Manager GroupChelverton Asset Management
  • Currency
  • ISINGB0006615826

Investment Strategy

The Company will invest in equities in order to achieve its investment objectives, which are to provide both income and capital growth, predominantly through investment in mid and smaller capitalised UK companies admitted to the Official List of the UK Listing Authority and traded on the London Stock Exchange Main Market or traded on AIM.The Company will not invest in preference shares, loan stock or notes, convertible securities or fixed interest securities or any similar securities convertible into shares; nor will it invest in the securities of other investment trusts or in unquoted companies.

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