The GVQ UK Focus Fund (the “Fund”) invests in the equity of up to 35 UK quoted companies which have been identified as undervalued using private equity based valuation techniques. The Fund is not constrained by market indices and aims to maximise returns for investors over the medium term.
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This fund's IA Sector (IA UK All Companies)
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Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertanly become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.
The graphs shown are supplied by an external data provider and may contain data that appears to preced the introduction of the clean unit class for this fund. In such cases, historial data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.
The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.
Fund Provider Factsheet
The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured.
Key Investor Information Document
This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
has managed this fund for 4 years and 7 months.
Jeff joined GVQ Investment Management in 2012 as an Analyst. He was appointed Deputy Fund Manager in May 2014 and fulfils this role on both GVQ’s Unconstrained Funds. Jeff is also Lead Manager of Strategic Equity Capital plc. Prior to joining he worked at PricewaterhouseCoopers within the Transaction Services Team on a number of private equity and corporate transactions. Jeff holds the ACA qualification.
has managed this fund for 9 years and 8 months.
Jamie was appointed CEO of GVQIM in May 2014. He is Fund Manager of both the GVQ UK Focus Fund (since April 2009) and GVQ Opportunities Fund (launched October 2015). Prior to this, Jamie was an equities analyst for GVQIM, and its first recruit following its formation. Previously he was an Investment Manager at Rothschild Asset Management and worked at Goldman Sachs. Jamie holds the CFA and IMC qualifications.