Smith & Williamson Defensive Growth Fund

The investment objective of the Smith & Williamson Defensive Growth Fund is to achieve long-term steady capital growth by adopting a policy to normally invest at least 50% of the assets in zero dividend preference shares (ZDP's), and synthetic ZDP. The Fund may also invest in other transferable securities, money market instruments, deposits, collective investment schemes and warrants.

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How to invest

You can invest in our Smith & Williamson Defensive Growth Fund through our Bestinvest platform.

Smith & Williamson Defensive Growth Fund

KIIDs

Smith & Williamson Defensive Growth Fund A share class
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Smith & Williamson Defensive Growth Fund B share class
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Factsheets

Smith & Williamson Defensive Growth Fund B share class
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Smith & Williamson Defensive Growth Fund A share class
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Investment risk warning - funds

The value of an investment, and any income from it, may go down as well as up and you may get back less than you originally invested. Past performance is not a guide to future performance. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.