Great British Growth Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.50% (the average AMC payable across the 4 funds)
In a nutshell
Invest in UK companies aiming for capital growth
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark for long-term growth via the UK stock market.
Investment focus:
- British companies, via the UK stockmarket
- Focus on companies aiming for long-term growth
- These funds are fully exposed to equities.
For more details on the individual funds, read the fact sheets below.
Risk category:
Medium Risk
The funds in the Great British Growth ready-made selection:
Fact SheetOld Mutual UK Select Sm Cos A Acc
5 year performance versus sector |
Annual Management Charge: 1.75% Objective: To provide capital growth from investing primarily in a portfolio of UK smaller companies. |
Initial Charge: 1.00%
Fact SheetThreadneedle UK Accelerando R
5 year performance versus sector |
Annual Management Charge: 1.25% Objective: To achieve above average capital growth from a concentrated portfolio of UK equities. |
Initial Charge: 1.00%
Fact SheetJupiter UK Special Situations Inc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve capital growth by exploiting special situations, principally within the UK. The Fund's investment policy is to attain the objective by investing principally in UK equities in investments considered by the Manager to be undervalued. |
Initial Charge: 1.00%
Fact SheetNewton UK Opportunities SIS
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To maximise long - term capital growth from a concentrated portfolio primarily invested in the securities of UK companies. The Investment Adviser for this fund is Newton Investment Management Limited. |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
