IFSL Ascot Lloyd UK Equity Fund Class A GBP Income
Fund
ISIN GB00BNDM9V78 / Valor null
NAV (2026-06-26)
GBP 1.07-1.11%
IFSL Ascot Lloyd UK Equity Fund Class A GBP Income
UMushroom community rating:
IFSL Avellemy UK Equity is an actively managed fund that primarily invests over 80% in UK-listed companies of various sizes, including a significant portion in small-cap equities. The portfolio also includes up to 20% in non-UK stocks and may incorporate other asset types such as bonds, warrants, and money market instruments. Additionally, the fund can allocate up to 10% to shares in other funds and maintain up to 20% in cash to efficiently manage investments and pursue growth opportunities.
Ratings & reviews
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