UK Strategic Capital Unit Trust

 
Fund Manager Photo - Paul Craig
Fund managerPaul Craig
Fund typeUnit trust
Fund aim
To achieve capital growth. The fund will invest principally in the UK in a managed portfolio of investment trust shares and other closed-ended vehicles.

Fund facts (at 31 July 2008)
Fund size: £57.75m
Launch date: 17.04.1989
IMA sector: UK All Companies
XD date: 1 October
Distribution date/income allocation date: 30 November
SEDOL number(s): B19FM28
Bloomberg code: EXCAPTI LN
Minimum lump sum: £1,000
Minimum subsequent monthly payments: £100
Regular payments (per month): £100 (£50 per fund)
Initial charge: 5.00%
Annual charge: 1.25%

*Originally launched on 17 April 1989 the fund merged into a new unit trust, specifically set up for the purposes of the merger, on 1 September 2006.

Past performance is not necessarily a guide to future performance.


Related Documents

Fund factsheet UK Strategic Capital
Annual report Uk Strategic Capital Annual
Interim report UK Strategic Capital Interim Report
Funds of investment trusts brochure

Application forms

For application forms and the simplified prospectus, please visit our literature library.

Contact Us

Email:
webdirectcontact@newstaram.com
Dealing
Phone: 0845 608 8703
Administration
Phone: 0845 608 8704