UK Equity Growth Fund
To achieve long-term growth of capital, primarily through investment in the UK but with some exposure to other world markets from time to time. In order to achieve this objective, the strategy is to invest primarily in established UK companies where the Manager believes there to be good prospects for above average growth.
Other share classes of this Fund are available. For further information, please contact Pooled Funds Enquiries on 020 7131 8100.
Mark is the head of UK equities and co-manager of the Smith & Williamson Enterprise Fund and UK Equity Growth Fund.
He 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 firm’s 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.
Rupert is co-manager of the Smith & Williamson Enterprise Fund, and he assists on the Smith & Williamson UK Equity Growth Fund. He joined the firm in 2005; having previously worked at Leopold Joseph/Bank of Butterfield as a fund manager.
Capital at risk. The value of investments and the income from them may go down as well as up and investors may not get back the original amount invested. Past performance is not a guide to future performance. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.