TM Tellworth UK Select Fund
The objective of the fund is to achieve positive annual returns with lower volatility than the Deutsche Numis All Share Index
Key points:
- At least 80% of the fund will be exposed to listed companies that are domiciled, incorporated or which have a significant proportion of their business in the UK
- The size of the companies held will have a market capitalisation of over £500 million at the time of investment
- Exposure to UK listed companies will typically be through derivatives. These may provide either long or short exposure; this is where the fund aims to benefit from the increase or decrease in value of the assets held in the portfolio
- The team have managed the fund since 12 December 2019
- This fund can invest more than 35% of its assets in securities issued or guaranteed by the UK, USA or Canadian governments or other public institutions in those countries
| FUND FACTS | |
|---|---|
| Fund Name | TM Tellworth UK Select Fund |
| Fund Manager(s) | John Warren, Johnnie Smith |
| Launch Date | 17 December 2014 |
| Offer Closes | closed |
| Product Type | OEIC |
| Available as an ISA | Yes |
| Distribution Frequency | Semi- Annual |
| XD Dates | |
| Pricing Frequency | Daily |
| Historic Yield | 2.99% |
| Share Class | A Acc |
| Fund Charges | |
| Initial charge: | 0% |
| Fund Manager Ongoing Charge: | 1.02% |
| Total Service Fee p.a. | 0.43% |
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