Omnis UK All Companies Fund Class A GBP Inc header image

Omnis UK All Companies Fund Class A GBP Inc

Fund

ISIN GB00BF0XDL58 / Valor null

NAV (2024-12-20)
GBP 1.05-0.52%

Omnis UK All Companies Fund Class A GBP Inc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The Fund aims to achieve a return consisting of both income and capital growth which, after all fees and expenses, exceeds that of the FTSE All-Share TR Index over a five-year rolling period.

Fund Exposure

The Fund intends to invest at least 80% in the equity securities of UK companies, with a concentrated portfolio typically comprising between 35 and 60 stocks. Derivatives may be used for hedging and efficient portfolio management. The performance of the Fund will be measured against the FTSE All-Share TR Index for target return purposes.

Risks

Investors should be aware that there can be no guarantee that the objective of the Fund will be achieved. Additionally, upon the sale of shares, especially in the short-term, investors may receive less than the original amount invested. This Fund may not be appropriate for investors planning to withdraw their money within five to ten years and should be regarded as a long-term investment.

Content summarized by AI chatbot
Source

https://omnisinvestments.com/funds/strategy/uk-equities/omnis-uk-all-companies-fund

Tags:
income uk equities ftse all share

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00