Ninety One UK Special Situations B Inc
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General Objective
The Fund aims to provide capital growth and income over at least 5 years by primarily investing in the shares of UK companies and related derivatives. The Fund focuses on investing in undervalued assets identified through in-depth analysis and research on individual companies.
Fund Exposure
The Fund invests in a relatively small number of companies of any size and in any industry sector. It may also invest in other transferable securities, money market instruments, cash or near cash, deposits, up to 10% in units or shares in other funds, and derivatives. Derivatives may be used to achieve the Fund's investment objectives, manage risks, or reduce costs.
Risks
Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money within 5 years. Additionally, as the Fund is actively managed and does not seek to replicate the FTSE All-Share Total Return Index, there may be risks associated with the Investment Manager's selection of investments.