Unicorn UK Growth Fund

Funds > UK Growth

Investment Objective

The Unicorn UK Growth Fund aims to achieve long term capital growth through investment in a portfolio of UK Companies. UK Companies are defined as those which are incorporated or domiciled in the UK or have a significant part of their operations in the UK. The Fund may also invest in smaller companies including companies quoted on the AIM stock exchange. AIM is the London Stock Exchange’s international market for smaller, growing companies. The Fund may also invest, at its discretion, in other transferable securities and deposits and cash. The Fund may also enter into certain derivative and forward transactions for hedging purposes. The Fund invests for the long term and there is no guarantee that any particular return will be achieved, over any period, and investors should note that their capital is always at risk.

Fund Managers

Simon Moon

Portfolio Manager

Start date: 01/02/2024

Fraser Mackersie

Portfolio Manager

Start date: 01/03/2011

Latest Commentary
Latest Factsheet

Fund Facts

Management Style Active
Launch Date 21/01/2002
IA Sector UK All Companies
Fund Type OEIC
Domicile United Kingdom
ISA Eligible Available and Eligible
SIPP Eligible Yes
Pricing Frequency Daily
Valuation Point 10am daily
Further Fund Information & Live Pricing

A Income

ISIN GB0031269250
SEDOL 3126925
Minimum Investment £2,500
Minimum Top Up £1,000
AMC 1.50%
Income Treatment Distributing
Dividends Per Annum 1

B Accumulation

ISIN GB00BP4DW252
SEDOL 3126925
Minimum Investment £100,000
Minimum Top Up £1,000
AMC 0.75%
Income Treatment Accumulating
Dividends Per Annum 1

B Income

ISIN GB0031217937
SEDOL 3121793
Minimum Investment £100,000
Minimum Top Up £1,000
AMC 0.75%
Income Treatment Distributing
Dividends Per Annum 1

O Income

ISIN GB00BJTMQ784
SEDOL BJTMQ78
Minimum Investment £10,000
Minimum Top Up £1,000
AMC 1.50%
Income Treatment Accumulating
Dividends Per Annum 1

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