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VT Downing Small & Mid-Cap Income Accumulation (GBP)

Sell:230.28p Buy:230.28p Change: 0.80p (0.35%)
Prices as at 26 November 2024
Sell:230.28p
Buy:230.28p
Change: 0.80p (0.35%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 26 November 2024
Sell:230.28p
Buy:230.28p
Change: 0.80p (0.35%)
Prices as at 26 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

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

26/11/19 to 26/11/20 26/11/20 to 26/11/21 26/11/21 to 26/11/22 26/11/22 to 26/11/23 26/11/23 to 26/11/24
Annual return -11.21% 24.84% -9.84% 0.22% 17.65%

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: Josh McCathie
Manager start date: 12 April 2021
Manager located in: UK

Josh has over 7 years' experience in the industry. After studying Economics & Politics, he began his career at BRI Wealth Management focusing in on UK equity research and portfolio management. Josh is a CFA Charterholder, CISI Level 7 Chartered Wealth Manager (MSCI) and holds the IMC. He was included in the Citywire Top 30 under 30 class of 2018. Josh joined Downing in October 2018 as an analyst for the Monthly Income fund and UK small cap mandates.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now