Our unit trust offers retail investors the opportunity to benefit from our investment approach in UK equities. The portfolio aims to achieve long term income and capital growth. The fund has no initial charge and no exit or redemption penalties. The ongoing charges are capped at 1.00%. Further details can be found in the prospectus and quarterly reports.
Our investment approach is shaped by six core beliefs Value: We invest where the price does not reflect fair value Size: Small can equal greater growth potential Fundamental: Analysis is essential Independent: We ignore market noise and current fashions Patient: We wait for the right time to invest Long term: Frequent trading does not always equal good investing
The fund is not available for new investment. If you have any queries please contact Smith & Williamson on 0141 222 1151 or call OLIM on 020 7367 5660 or email firstname.lastname@example.org.