Smith & Williamson Enterprise


Fund Strategy Equity Long / Short
Fund Geography UK
Investment Advisor Smith & Williamson Investment Management
Portfolio Manager Mark Boucher, Rupert Fleming, Mark Swain
Fund Currency GBP
Fund AUM £115.3m
Fund AUM as of 24 September 2019
Max Gearing / Exposure 200%
Fund Inception 03 April 2006
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Fund aims to achieve long term capital appreciation by maximising upside while controlling downside primarily through the use of equities and CFDs. The Fund seeks to generate profits by investing in the United Kingdom. The Fund’s proposition is to achieve a target return of 3M £ LIBOR +4% per annum irrespective of market conditions although this is not guaranteed.


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