TM Oberon UK Special Situations Fund A GBP Income
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The TM Oberon UK Special Situations Fund focuses on long-term capital growth by primarily investing in UK-listed companies, dedicating at least 80% of its assets to firms that are incorporated or domiciled in the UK. The portfolio is concentrated, holding a limited number of investments across various market capitalizations, while ensuring that no more than 40% is allocated to small companies or those listed on the Alternative Investment Market (AIM). In addition to equities, the fund may include cash, warrants, and exchange-traded derivatives to effectively manage its investments.
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capital growthuk equitiesftse all share
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OTHER SHARE CLASSES OF THIS FUND
TM Oberon UK Special Situations Fund B GBP Accumulation
TM Oberon UK Special Situations Fund B GBP Accumulation
TM Oberon UK Special Situations Fund B GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
0.57%GBP 1.56
TM Oberon UK Special Situations Fund B GBP Income
TM Oberon UK Special Situations Fund B GBP Income
TM Oberon UK Special Situations Fund B GBP Income
Annual Return
-50%0%+50%
Risk level
110
0.58%GBP 1.32
TM Oberon UK Special Situations Fund S GBP Accumulation
TM Oberon UK Special Situations Fund S GBP Accumulation
TM Oberon UK Special Situations Fund S GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-0.66%GBP 1.45
TM Oberon UK Special Situations Fund I GBP Income
TM Oberon UK Special Situations Fund I GBP Income
TM Oberon UK Special Situations Fund I GBP Income
Annual Return
-50%0%+50%
Risk level
110
-0.66%GBP 1.23
TM Oberon UK Special Situations Fund S GBP Income
TM Oberon UK Special Situations Fund S GBP Income
TM Oberon UK Special Situations Fund S GBP Income
Annual Return
-50%0%+50%
Risk level
110
-0.66%GBP 1.24
TM Oberon UK Special Situations Fund A GBP Accumulation
TM Oberon UK Special Situations Fund A GBP Accumulation
TM Oberon UK Special Situations Fund A GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
0.58%GBP 1.54
TM Oberon UK Special Situations Fund I GBP Accumulation
TM Oberon UK Special Situations Fund I GBP Accumulation
TM Oberon UK Special Situations Fund I GBP Accumulation