Smith & Williamson Enterprise

Overview

Fund Strategy Equity Long / Short
Fund Geography UK
Investment Advisor Smith & Williamson Investment Management
Portfolio Manager Mark Boucher, Rupert Fleming, Mark Swain
Fund Currency GBP
Fund AUM £130m
Fund AUM as of 13 December 2017
Max Gearing / Exposure 200%
Fund Inception 03 April 2006
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Fund aims to achieve long term capital appreciation by maximising upside while controlling downside primarily through the use of equities and CFDs. The Fund seeks to generate profits by investing in the United Kingdom. The Fund’s proposition is to achieve a target return of 8%-10% per annum irrespective of market conditions although this is not guaranteed.

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