Smith & Williamson UK Equity Growth Fund B GBP Acc

Smith & Williamson UK Equity Growth Fund B GBP Acc
Smith&Williamson Fund Administration Ltd
Unit Trust
UK All Companies
0.74 %
0 %
The objective of the Trust is to achieve long term growth of capital, primarily through investment in the UK. The Manager may invest in transferable securities, including warrants, in UK and other exchanges as well as collective investment schemes, money market instruments, deposits and cash and near cash. The Manager’s policy in order to achieve the Trust’s objective will be to invest in companies where the Manager believes there to be good prospects for above average growth. The Manager may invest in special situations and new issues, which will necessarily have a higher risk than investments in established companies. The Manager’s investment policy will be to invest primarily in UK equities, but may be also exposed to selected companies that the Manager believes can take advantage of economic conditions worldwide and this will include stocks in other markets of the world in addition to the UK.
Holding %
AstraZeneca PLC 8.63 %
Rio Tinto PLC 7.00 %
Diageo PLC 5.35 %
Future PLC 4.45 %
London Stock Exchange Group PLC 4.36 %
Tesco PLC 4.26 %
JD Sports Fashion PLC 3.77 %
CRH PLC 3.39 %
Intermediate Capital Group PLC 3.31 %
3i Ord 3.17 %
Region %
United Kingdom 90.61 %
Sector %
Consumer Defensive 18.31 %
Consumer Cyclical 16.99 %
Basic materials 15.20 %
Healthcare 13.40 %
Industrials 11.18 %
Financial Services 9.49 %
Communication Services 6.38 %
Energy 5.89 %
Smith&Williamson Fund Administration Ltd
EC2R 6AY, London, United Kingdom
Legal Structure
Unit Trust


Mark Boucher
Joined 01/08/2013

Mark Boucher spent six years as an institutional stockbroker after training at Wedd Durlacher. In 1992 Mark joined Leopold Joseph & Sons, where he was the fund manager of a UK long/short equity fund from its inception in 1998, before joining Smith & Williamson from 2006 to 2009 as co-manager of the Smith & Williamson Enterprise Fund. Mark left to run UK monies for a US multi-strategy hedge fund before returning in January 2013 as Head of UK Equities. He is co-manager of the Enterprise Fund and also manages the Smith & Williamson UK Equity Growth Trust.

Rupert Fleming
Joined 12/13/2006

Rupert joined Smith & Williamson in November 2005. He is manager of the Smith & Williamson Enterprise Fund, and assists on the Smith & Williamson UK Equity Growth Trust. Previously Rupert was a fund manager at Leopold Joseph/Bank of Butterfield and prior to that worked as an equity salesman at Robert Fleming Securities. Rupert attended Bristol Business School, obtaining a BA(Hons).

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