GROWTH FUND
When you want to grow your wealth, investing wisely is key. Growth Fund can be an excellent choice for those looking to build their financial future. Let me explain what a growth fund is, how it works, and how Savings UK Ltd makes a difference for your investment strategy.
What is a Growth Fund of Savings UK Ltd?
A growth fund is a type of mutual fund that primarily invests in stocks and investment projects. This fund aims to achieve capital appreciation over time, meaning it seeks to increase the value of your investment. A Growth Fund can be considered a moderate-risk option, but it usually has the potential for higher returns compared to traditional savings accounts.
This fund focuses on companies that are expected to grow faster than the overall market. This includes investing in tech giants, biotech firms, and startups. As a result, investors might benefit as these companies expand their operations and increase their profits.
Overview
| Creation date | 20th Jul 2012 |
| Minimum Investment | |
| 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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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:
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- Gold (10%): Precious metals like gold are often considered a safe-haven investment, especially during uncertain economic times.
- Forex (10%): This refers to foreign exchange trading, where currencies are bought and sold. It can be volatile but offers potential returns.
- UK/EU Stocks (20%): Investing in stocks of companies based in the United Kingdom and European Union provides exposure to developed markets.
- US Stocks (20%): The US stock market is one of the largest and most influential globally, offering a wide range of investment opportunities.
- Emerging Markets (20%): These are countries that are progressing toward development, often characterized by growth in financial markets.
- 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)
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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 Financial 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.
