SVS Dowgate Wealth UK New Economies Fund Class B IncomeRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.4 | 23.9 | -21.4 | 7.0 | 13.8 |
![]() | +/-Cat | 4.7 | 7.6 | -9.8 | -1.0 | 5.8 |
![]() | +/-B’mrk | - | - | - | -0.6 | 5.0 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 26/06/2024 | GBX 196.50 | |
Day Change | 0.26% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B43KQL71 | |
Fund Size (Mil) 25/06/2024 | GBP 15.42 | |
Share Class Size (Mil) 25/06/2024 | GBP 10.45 | |
Max Initial Charge | - | |
Ongoing Charge 25/03/2024 | 0.85% |
Investment Objective: SVS Dowgate Wealth UK New Economies Fund Class B Income |
The investment objective of the Fund is to achieve long-term capital growth over a period of at least 7 years. The Manager’s policy in order to achieve the Trust's objective will be to invest at least 70% of its portfolio in UK companies (those domiciled or incorporated or that have a significant business in the UK). The Trust may also invest in companies listed on recognised UK stock exchanges (such as the London Stock Exchange) but which may be domiciled, incorporated or have significant business elsewhere. The companies in which the Manager invests will, in the opinion of the Manager, have the potential to deliver growth in earnings that exceeds that of the wider UK equity market. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Rackley 23/10/2023 | ||
Inception Date 09/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI UK All Cap NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for SVS Dowgate Wealth UK New Economies Fund Class B Income | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.49 |
![]() | ![]() | 5.45 |
![]() | ![]() | 5.42 |
![]() | ![]() | 5.26 |
![]() | ![]() | 5.07 |
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SVS Dowgate Wealth UK New Economies Fund Class B Income |