Focused, Independent, Investment Management

about

The S&W Revera UK Dynamic fund aims to deliver superior investment performance through targeted stock selection across the full spectrum of the UK equity market. It is focused in nature, with a portfolio that typically looks to have 25 evenly weighted investment holdings.

Rather than offer a “whole of market” exposure to the UK, the fund is designed to sit as part of a broader investment portfolio; whether as one of a number of other collective investment vehicles, or alongside a portfolio of directly invested equities.

The fund’s remit also allows the fund managers to take action to try and preserve capital values in times of stock market uncertainty by investing in cash or short-dated Sterling investment grade fixed income securities.

S&W Revera UK
Dynamic Fund

Current Price of Fund:

Founder Class: 194.3p
Corporate Class: 196.2p
Retail Class: 189.9p


As at: 16th November 2017






Due Diligence Document

If you wish more detailed information on the S&W Revera UK Dynamic Fund and the processes involved in constructing the portfolio, please access a due diligence document here.

Click Here

640198fdd5
/revera/wp-admin/options-general.php?page=emc2-popup-disclaimer/emc2pdc-admin.php
6de2d17e5f
2436
180
Accept
Decline
http://www.google.co.uk
1

Welcome to Revera Asset Management

You must accept our terms and conditions before proceeding:

 

Legal Disclaimer

Please read the information on this page before proceeding. It contains the legal and regulatory restrictions which may apply to our investment products and services, and any communication that we may have with anyone viewing this site.

Access to information

The information on this website is intended only for those who are considered, or would reasonably be considered, professional clients or eligible counterparties as defined by the Markets in Financial Instruments Directive (MiFID), and are ordinarily resident in the United Kingdom. Any person who is unsure of their likely client classification must seek independent financial advice before acting on any information contained in this website. Persons resident in countries other than the UK should consult their professional advisers as to whether they require any governmental or other consents in order to enable them to invest in any product or service described in this website.

The information contained herein does not constitute an offer of, or an invitation to apply for, securities in any jurisdiction where such an offer is unlawful or in which the person making such an offer is not qualified to do so or to whom it is unlawful to make such an offer or solicitation.

Use of information

Revera Asset Management Limited (“Revera”) has taken every care to ensure accuracy of the information contained on the website at the time of publication. Revera will not, however, warrant the accuracy of the information unless specifically received in writing from a Director of the Company. Revera will not be held liable for damages caused to any user of the information on this website, and nor can Revera ensure that the website is free from computer viruses.

General Information

Revera Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority, firm reference number 230779.

The following policies and disclosures are available to clients and potential clients. Best execution policy; Conflicts of Interest Policy; Pillar III Capital disclosures. To see a copy of these policies of disclosures, please contact the Company Secretary.

Risk Warnings

The value of an investment in any of Revera’s products or services may go down as well as up. The investor may not get back the capital originally invested.

The underlying portfolios in Revera’s products or services are likely to be more concentrated than other investment funds and there for may be more risky that more diversified portfolios.

There can be no guarantee that the investment objectives of any of Revera’s products or services will be met.

There will be times when the investment performance of Revera’s products or services will be unlike that of any stock market index which may or may not be advantageous to investors.

Reliefs from taxation applicable to Open Ended Investment Companies, Unit Trusts and directly held unlisted equities qualifying for Business Property Relief may change at any time.

Past performance is not necessarily a guide to future performance.

Accept Decline