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Smith & Williamson Enterprise Class C - Income (GBP)

Sell:147.04p Buy:147.04p Change: 0.20p (0.14%)
Prices as at 12 November 2019
Sell:147.04p
Buy:147.04p
Change: 0.20p (0.14%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 12 November 2019
Sell:147.04p
Buy:147.04p
Change: 0.20p (0.14%)
Prices as at 12 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/11/14 to 13/11/15 13/11/15 to 13/11/16 13/11/16 to 13/11/17 13/11/17 to 13/11/18 13/11/18 to 13/11/19
Annual return 4.08% 1.27% 5.48% -2.37% 4.48%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Mark Boucher
Manager start date: 8 January 2013
Manager located in: London

Mark Boucher spent six years as an institutional stockbroker after training at Wedd Durlacher. In 1992 Mark joined Leopold Joseph & Sons, where he was the fund manager of a UK long/short equity fund from its inception in 1998, before joining Smith & Williamson from 2006 to 2009 as co-manager of the Smith & Williamson Enterprise Fund. Mark left to run UK monies for a US multi-strategy hedge fund before returning in January 2013 as Head of UK Equities. He is co-manager of the Enterprise Fund and also manages the Smith & Williamson UK Equity Growth Trust.

Manager Name: Mark Swain
Manager start date: 3 April 2006
Manager located in: London

Mark joined Smith & Williamson at the end of 2005. Mark is an assistant fund manager on the Smith & Williamson Enterprise Fund and on the UK Equity Growth Trust. Mark is also the in-house sector specialist responsible for the technology and telecoms sectors. Prior to joining Smith & Williamson, Mark worked at Leopold Joseph & Sons from 2001. Mark graduated from the University of Nottingham in 2000 with a BEng (Hons) in Electronic Engineering and received his Securities Institute Diploma in 2007.

Manager Name: Rupert Fleming
Manager start date: 3 April 2006
Manager located in: London

Rupert Fleming trained as a banks analyst at Robert Fleming Securities after which he spent seven years broking to mainstream UK institutions. Rupert joined Leopold Joseph & Sons in 2001 as a Co-Manager of The Enterprise Long/Short Equity Fund before joining Smith & Williamson in 2005.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account