TM Stonehage Fleming Opportunities Fund L Inc header image

TM Stonehage Fleming Opportunities Fund L Inc

Fund

ISIN GB00BDGS7P20 / Valor null

NAV (2024-12-24)
GBP 13.54+0.97%

TM Stonehage Fleming Opportunities Fund L Inc
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General Objective

The objective of the fund is to achieve long-term capital growth over a 5-year rolling period, net of fees.

Fund Exposure

The fund primarily focuses on UK listed equities, with a strong emphasis on smaller companies offering long-term growth potential, companies with recovery and growth prospects, and sectors perceived to be undervalued. The fund may also hold warrants acquired through corporate actions and may have exposure to overseas equities, although this would only make up a small portion of the portfolio.

Risks

Some of the risks associated with this fund include market risk, currency risk, liquidity risk, and the potential for losses due to the active management of the fund. Additionally, the fund may be exposed to risks associated with smaller companies and sectors that are perceived to be undervalued. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.stonehagefleming.com/investments/funds

Tags:
uk equities numis smaller companies index smaller companies

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OTHER SHARE CLASSES OF THIS FUND

TM Stonehage Fleming Opportunities Fund Y Acc
TM Stonehage Fleming Opportunities Fund Y Acc TM Stonehage Fleming Opportunities Fund Y Acc
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Annual Return

-50%0%+50%

Risk level

110
0.92%GBP 15.30
TM Stonehage Fleming Opportunities Fund B Inc
TM Stonehage Fleming Opportunities Fund B Inc TM Stonehage Fleming Opportunities Fund B Inc Valor: 1655376
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.97%GBP 13.52
TM Stonehage Fleming Opportunities Fund C Acc
TM Stonehage Fleming Opportunities Fund C Acc TM Stonehage Fleming Opportunities Fund C Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.94%GBP 16.09