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Dear
UK-Analyst.com member,
Adrian Lowcock of
London-based Bestinvest recently stated
that ‘although large caps will
tend to do best in volatile markets,
there are opportunities for small-cap
funds to compete, providing you pick the
right manager. If you want to invest in
small caps, you need a good fund manager
and you need also to
diversify.’
Small cap stocks
offer a higher growth dynamic; and we
believe there are many profitable
undervalued companies, with little or no
debt, which have fantastic growth
prospects in this area.
Well managed funds
are the ones that take time to invest and
do their homework. At t1ps Investment
Management, we don't try to forecast
where the market is going. We look at
individual companies that are well
managed and have good balance sheets. We
buy into stocks that trade at a big
discount to their underlying value. What
makes us different is that our fund is
managed from a long-term value creation
perspective.
We believe that
it's a great time to buy into the fund.
We believe that are still great
opportunities in the small cap universe
and it is just a case of picking the
right ones. Please remember that share
prices can go down as well as up.
If you have
any questions about investing in the SF
t1ps Smaller Companies Growth Fund visit
our website at www.t1psim.com or
email growthfund@t1psim.com.
How can we help you?
Buying shares in the SF t1ps Smaller
Companies Growth Fund is easy and shares
in the Fund are eligible to be held in an
ISA, Self Invested Personal Pension, and
for inclusion in a non-stakeholder Child
Trust Fund account too.
The SF t1ps Smaller Companies Growth Fund
provides expert management of your
investment at a competitive price.
1. Contact your broker. Most brokers
offer the chance to buy units although
few can match our initial rate of 2.5%.
But call your broker and give him the
fund's SEDOL code: B28 R5
W3. If your broker will not deal
please email admin@t1psim.com
and we will try to rectify the
situation.
2. Deal through t1ps and The Share Centre
at the initial fee rate of 2.5%. If you
want an application form email
growthfund@t1psim.com
or go to www.t1psim.com
3.Once you have made an initial
investment (of as little as £1000)
you can set up a monthly standing order
with The Share Centre to drip feed
further cash (as little as £25 a
month) into the fund. All existing fund
holders can set up such an order.
If you have any questions about
investing in the SF t1ps Smaller
Companies Growth Fund visit our website
at www.t1psim.com
Don't forget that the value and income
from investments can go down as well as
up and you will not be able to deal in
your investments during the transfer.
Therefore, there is the potential that
you may have a loss of income or growth
whilst the transaction is being
completed. Please also bear in mind that
your existing ISA provider may also
charge you for making a transfer.
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Fund
Information
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Size:
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£11,768,749.47
(27/08/2010)
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Launch date:
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21 November
2007
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Launch price:
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£1.00
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Current
Yield:
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0.00%
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Legal Status:
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OEIC
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Annual Management
Fee:
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1.5%
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Initial
Charge:
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5.25%
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Minimum lump sum
Investment:
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£1000.00
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Minimum monthly
investment:
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£25.00
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Sedol Number:
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B28R5W3
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Unit offer
price:
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Single Priced Fund Last
Dealt Price:
124.2769p
(27/08/2010)
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Unit bid
price:
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As Above
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If you have any questions about
investing in the SF t1ps Smaller
Companies Growth Fund visit our website
at www.t1psim.com
Investment Objective and
Strategy
The investment objective of the Fund is
to achieve long term capital growth in
excess of the Hoare Govett Smaller
Companies Index from making value based
investments in UK smaller companies with
a market capitalisation no greater than
£500 million at the time of
investment.
It is the Fund’s policy to invest
predominantly in securities of UK smaller
companies admitted to or dealt in on any
of the markets of the London Stock
Exchange, including the Alternative
Investment Market (AIM) and the Domestic
Market.
The Fund aims to achieve the investment
objective and policy primarily through
specific stock selection. In so doing,
the Fund will seek to identify UK smaller
companies with improving financial
performance, solid balance sheets and
which either are or will shortly be cash
generative, but which the Fund considers
to be undervalued by the market.
We are experts in identifying
undervalued smaller companies and we
believe that the small cap universe
offers great opportunities. We focus on
excellence and we focus on value.
Tom Winnifrith - Fund
Manager
For more information visit our
website at www.t1psim.com, or
email growthfund@t1psim.com
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