UK Growth Trust
Invests in solid and stable UK household names
Take advantage of our Limited discount offer on the initial charge for new lump sum investors.
Apply now for a Stocks and Shares ISA
Fund explained
- This fund looks to increase the value of your money over the long term by investing primarily in the UK’s largest well-known companies such as Tesco and Vodafone.
- These companies have been chosen due to their excellent long term growth prospects across the UK and global markets.
Risk profile
- Balanced – the fund is suitable for investors who are prepared to accept average, or slightly above average, risk to their capital, in order to achieve an improved potential return on their money. As a stock market-based investment, it's value will fluctuate and the capital is not guaranteed.
Single Year Performance for last 5 years % change
Percentage Growth for discrete 1 year periods, bid to bid price, Net income re-invested.
About the Fund Manager
Joe Walters: 20 years in the industry; all at The Co-operative Investments.
“I am looking to invest in some of the UK’s strongest high quality companies providing fantastic opportunities for long term growth. So we invest in Scottish & Southern Energy – the largest developer of renewable energy in the UK and Europe.”
Apply now for a Stocks and Shares ISA
* A discount of 3.5% to the standard 5% initial charge will be applied to lump sum applications for investors applying online. Applications must be received by 31st December 2010.
