Let’s delve into the GROWTH FUND offered by SAVINGS UK LTD.

Overview

Creation date 20th Jul 2012
Minimum Investment 5000 500
Supported Currencies GBP,  EUR,  USD
Fund invests in STOCKS & Projects
Target AER 15-30%
Since 2012 Return on Investment (ROI)

474%

Ongoing charges (OCF)

0.20% Transaction fee applies iManagement fees

Risk

5 5 out of 7 iSynthetic Risk and Reward Indicator (SRRI)

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GROWTH FUND - SAVINGS UK LTD

Objective

  • The Growth Fund seeks to hold investments that will earn money and increase in value through a diversified portfolio of projects and stocks. Here’s a breakdown of its allocation:
    1. Gold (10%): Precious metals like gold are often considered a safe-haven investment, especially during uncertain economic times.
    2. Forex (10%): This refers to foreign exchange trading, where currencies are bought and sold. It can be volatile but offers potential returns.
    3. UK/EU Stocks (20%): Investing in stocks of companies based in the United Kingdom and European Union provides exposure to developed markets.
    4. US Stocks (20%): The US stock market is one of the largest and most influential globally, offering a wide range of investment opportunities.
    5. Emerging Markets (20%): These are countries that are progressing toward development, often characterized by growth in financial markets.
    6. Tech & Innovation (20%): Investing in technology companies and innovative ventures can lead to substantial gains.The Growth Fund seeks to hold investments that will earn money and increase in value through a diversified portfolio of projects. Here’s a breakdown of its allocation:
  • The Fund gains exposure to Stocks and BONDS and other similar fixed income investments by investing more than 90% of its assets in SAVINGS UK LTD passive funds which track an index (“Related Schemes”). Direct INVESTMENTS in stocks and bonds and other similar fixed income investments may also be made.
  • The Fund is actively managed in the sense that the Investment Advisor has discretion as to which Associated Schemes the Fund may INVEST in and the allocations allocated to them, each of which may change over time. The Investment Adviser manages the Fund through a pre-determined exposure to stocks and bonds (and other similar fixed income investments) as set out above.
  • The MUTUAL FUND will invest in shares of both UK and non-UK companies including emerging markets i.e. countries which are progressing towards development, generally illustrated by some development in financial markets, the existence of some form of STOCK EXCHANGE and regulator, and to sterling and Bonds denominated in currencies other than sterling (including government bonds, index-linked bonds, and UK investment grade bonds). The UK will generally be one of the biggest national exposures for stocks and bonds.
  • Except in extreme market, political, or similar events, where the Fund may temporarily dissociate from this investment policy, the FUND aims to remain fully invested and to hold minimal quantities of cash.

Annual Gain

Keep in mind that past performance is not always indicative of future results, and investments can go up or down. Always consider your risk tolerance and investment goals when evaluating funds.

Performance will not be shown for funds that do not have a full year of data available.

Basis of fund performance NAV to NAV, net of expenses, with gross income reinvested. For ETFs, where the base currency is the Euro or the US Dollar, returns may increase or decrease due to currency fluctuations.

Funds Gain

(based on an investment of £10,000)

Return on Investment - GROWTH FUND

This chart is based on the fund’s month-end NAV, which is the value of the fund’s investments divided by the number of SHARES in the fund. It may be shown in currencies other than sterling for funds investing overseas. Movements in net asset value are a good indicator of the historical performance of the Fund, but they will not exactly match the returns you see as an INVESTOR. This is because your performance experience is based on the bid price (the price at which you buy into the fund – sometimes called the market value) and the bid price (the price at which you sell).

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Secure investments

With SAVINGS UK LTD, you have a completely secure and ready-to-use investment solution.

Thanks to the intuitive analysis of INVESTMENTS by our investment analysts, as well as clear and transparent reports, investing has never been easier.

Why is SAVINGS UK LTD. is succeeding in your favour?

You invest funds in GROWTH FUND and retain full control of your INVESTMENT. Let us do the work: always diverse, highly reliable and therefore much more efficient than ever before.

  • Analysis, monitoring and rebalancing of investments
  • We monitor the investment portfolio and adjust it if necessary.
  • Investments Science-Based Risk Management
  • Scientific ideas underpin our risk management and portfolio construction.
  • High liquidity
  • Thereby having access to your WEALTH at all times.
  • Investment strategy adapted to the objective of RETURN ON INVESTMENT.
  • Find a strategy suitable for the growth investment fund but adjustable at any time.
  • Simple and clear reports
  • Really simple to read and comprehend.

This website is designed to give you information about the products and services offered by STOCKEXCHANGE.EU. If you’re not sure if they are right for you, please consult a financial or investing professional. A solid predictor of future profits does not rely on past performance. The value of investments and the income from them may go down as well as up and you could get back less than you invested.

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