If you have got this far you are clearly someone who is careful with
their money. So why should you let us manage it for you? There are many
risks in managing money and our aim is to minimize them as much as possible.
The key features of The Munro UK Dividend Fund are:
A mechanical investment process
It invests in a large number of shares
It does it in a way that calculates a figure for the size of each
It utilises the latest technology to manage and trade the fund.
Those features give The Munro UK Dividend Fund the advantage over other funds that
Not reliant on a few key individuals
More holdings means lower risk
Not subject to investment fashions or individual preferences
It can be run at lower cost
Those advantages give it these benefits:
The Fund can be bought on a long term view and its managers won’t
need constant monitoring. That means less work for you and your advisor.
It should be less risky than more concentrated funds
Removing the scope for an individual to impose his or her preferences
and ideas means it will have a more reliable performance
Lower costs mean lower management fees and more of the return will
be kept by you, the investor.
Because the fund is designed for the long term investor we think it
is well suited for tax efficient savings vehicles such as:
Past performance is not a guide to future returns. The value of investments and the income from them may go down as well as up an is not guaranteed. An investor may not get back the amount originally invested.