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SVS Aubrey Citadel B Acc

Citicode
SE8M
Launch Date
31-08-2022
Fund Size
£8,323,640
Yield
0.00%
Ongoing Charge
1.00%
Fund Managers
Aubrey Capital Management Limited
Benchmark: IA Targeted Absolute Return
Investment
SVS Aubrey Citadel B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The objective of the Fund is to provide a balance of capital growth and income over the medium term (at least 3 years).

Top 10 Holdings

Asset Class

Fund Manager

Aubrey Capital Management Limited

Start Date

31-08-2022

Bio

Aubrey Capital Management is a specialist global manager with a distinctive investment approach. Founded in 2006, it is a majority employee-owned business with offices in Edinburgh and London and offers a range of funds and mandates for both institutional and private investors. The firm has an experienced investment team that works on a collaborative basis, but encourages independence of thought, resulting in high conviction growth strategies. The firm's proprietary thematic approach to equities delivers high active share, consistent alpha, and is naturally conducive to strong ESG performance. Aubrey invests in current and future market leaders with long-term structural growth opportunities, selecting highly profitable, high growth, high margin businesses, where market leadership is sustainable. We are conviction investors so when we consider a company, sector or market to offer a good opportunity, we may commit a significant part of a fund to it. We are benchmark agnostic and our portfolios are not constructed with any reference to indices. In addition to our primary offering of equity strategies and funds, Aubrey also provides multi asset portfolio services and defensive and convertible bond strategies.

Data source:

All financial data is supplied by FE

Disclaimer:

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