WS Gresham House UK Multi Cap Income Fund A Sterling Income
ISIN GB00BPLQ1B95 / Valor null
WS Gresham House UK Multi Cap Income Fund A Sterling Income
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General Objective
The fund aims to achieve income with the potential for capital growth over any five-year period, by investing in small and medium-sized UK companies with strong financial performance and growth potential.
Fund Exposure
The fund invests at least 60% in small and medium-sized UK companies, with the remaining allocation in larger UK companies, bonds, money market instruments, and cash. The Investment Manager focuses on companies with established management teams, sound market positions, and future growth potential.
Risks
Investors should be aware that there is no guarantee that the fund's objective will be met over any time period, and they may get back less than they invest. Additionally, the fund may invest in REITs and use derivatives to manage risk, and in extraordinary market conditions, it has the ability to invest up to 100% in lower-risk assets such as cash.
Source
https://greshamhouse.com/strategic-equity/public-equity/ws-gresham-house-uk-multi-cap-income-fund/
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