CF OLIM UK Equity Trust follows our unconstrained investment strategy – a broad spread of investments in good quality, undervalued companies. We believe that generating a healthy and growing income is a key part of our successful approach. Thus the trust, listed in the IMA UK Equity Income Sector, is invested to achieve an income at least 10% above the level of the FTSE All Share before expenses. The fund has no initial charge and no exit or redemption penalties. The annual management charge to the trust is 1.5%, falling to 1.25% on assets above £10m.  Unlike many other unit trusts and OEICs, this includes all normal running expenses. With a minimum investment of £1,000 it offers smaller investors access to our services.

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