Ninety One UK Special Situations Fund R GBP Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
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.
Ninety One UK Special Situations B Inc
Ninety One UK Special Situations B Inc
Valor: 1654667
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 6.82
Ninety One UK Special Situations Fund I Inc
Ninety One UK Special Situations Fund I Inc
Ninety One UK Special Situations Fund I Inc
Valor: 13358603
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 2.06
Ninety One UK Special Situations Fund R GBP Inc
Ninety One UK Special Situations Fund R GBP Inc
Ninety One UK Special Situations Fund R GBP Inc
Valor: 49375258
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 1.45
Ninety One UK Special Situations Fund Class J Income shares in sterling
Ninety One UK Special Situations Fund Class J Income shares in sterling
Ninety One UK Special Situations Fund Class J Income shares in sterling
Valor: 24762363
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 1.58
Ninety One UK Special Situations A Acc
Ninety One UK Special Situations A Acc
Ninety One UK Special Situations A Acc
Valor: 1340506
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 19.05
Ninety One UK Special Situations A Inc
Ninety One UK Special Situations A Inc
Ninety One UK Special Situations A Inc
Valor: 1340520
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 6.63
Ninety One UK Special Situations Fund J Acc
Ninety One UK Special Situations Fund J Acc
Ninety One UK Special Situations Fund J Acc
Valor: 22490830
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 2.14
Ninety One UK Special Situations Fund A Inc-2 GBP
Ninety One UK Special Situations Fund A Inc-2 GBP
Ninety One UK Special Situations Fund A Inc-2 GBP
Valor: 26113358
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 1.35
Ninety One UK Special Situations B Acc
Ninety One UK Special Situations B Acc
Ninety One UK Special Situations B Acc
Valor: 1768024
Annual Return
-50%0%+50%
Risk level
110
-0.96%GBP 21.07
Ninety One UK Special Situations Fund I Inc-2 GBP
Ninety One UK Special Situations Fund I Inc-2 GBP
Ninety One UK Special Situations Fund I Inc-2 GBP
Valor: 26113351