SVS Zeus Dynamic Opportunities Institutional Class B GBP Accumulation header image

SVS Zeus Dynamic Opportunities Institutional Class B GBP Accumulation

Fund

ISIN GB00BQFNHM64 / Valor null

NAV (2025-02-14)
GBP 1.00%

SVS Zeus Dynamic Opportunities Institutional Class B GBP Accumulation
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General Objective

The Fund aims to generate capital growth in excess of the FTSE All-Share Total Return Index over the long term (5 years), with no guarantee of achieving this objective and capital being at risk.

Fund Exposure

The Fund invests at least 80% in a portfolio of shares of companies listed on UK recognised investment exchanges, including the Main Market and AIM segments of the London Stock Exchange. It may also invest in non-UK shares, preference shares, bonds, warrants, collective investment schemes, cash, deposits, and money market instruments. The Fund has a concentrated portfolio typically comprising between 25 and 50 holdings, with no particular emphasis on any specific industry or economic sector.

Risks

The Fund is actively managed, giving the manager discretion over the portfolio composition. It may use derivatives and forward transactions for Efficient Portfolio Management. There is a risk of capital loss, and the Fund is not constrained by benchmarks or any other aspect, aiming to match or exceed the return of the target benchmark for the purpose of calculating the Performance Fee.

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Source

https://zeusim.co.uk/media/sites/2/2024/05/2024-02_Monthly-Factsheet.pdf

Tags:
concentrated portfolio uk equities ftse all share

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OTHER SHARE CLASSES OF THIS FUND

SVS Zeus Dynamic Opportunities Retail Class A GBP Accumulation
SVS Zeus Dynamic Opportunities Retail Class A GBP Accumulation SVS Zeus Dynamic Opportunities Retail Class A GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.27
SVS Zeus Dynamic Opportunities Retail Class B GBP Accumulation
SVS Zeus Dynamic Opportunities Retail Class B GBP Accumulation SVS Zeus Dynamic Opportunities Retail Class B GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.29
SVS Zeus Dynamic Opportunities Founder Class A GBP Accumulation
SVS Zeus Dynamic Opportunities Founder Class A GBP Accumulation SVS Zeus Dynamic Opportunities Founder Class A GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.28
SVS Zeus Dynamic Opportunities Institutional Class Z GBP Accumulation
SVS Zeus Dynamic Opportunities Institutional Class Z GBP Accumulation SVS Zeus Dynamic Opportunities Institutional Class Z GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.02