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GEMs UK Equity Income |
Portfolio Objectives
Seeks medium to long term capital growth and rising income to be
achieved by investment in a spread of eight UK Equity Income collective
investments. The collective investments will be chosen from the UK Equity Income
sector, UK Income & Growth sector and the UK Equity & Bond sector as
defined by IMA. Funds will be chosen using the Minerva Rating system. This
portfolio will be monitored closely, and changes will only be made under certain
circumstances, for example if a collective investment fails to meet the
standards of consistency required within that particular sector, or a change of
Fund Manager for a collective investment may, in the view of Minerva, adversely
affect the prospect of continued, consistent performance.
About the Managers
Minerva Fund Managers have specialised in collective investments for the
past nine years. Many investors in the UK, both private and institutional
investors, buy the New Minerva Report, published by Minerva, to
read Minerva's views, and to access the Minerva Ratings of the top
funds. Minerva offer their services through professional Independent Financial
Advisers.
Typical Client Profile
Someone who wishes to invest between £10,000 and £500,000 into a
spread of collective investments and does not want currency risk. There is an
option to take a regular withdrawal from this portfolio. It can also be combined
with the GEMs Fixed Interest Portfolio to enhance the income.
Reasons for choosing the Minerva GEMs UK Equity Income
1. This a unique service which utilises the Minerva Rating system.
2. Experienced Fund Managers (over 55 years)
3. Potential for Capital Gains which utilise the annual exemption
4. Proven Track Record
5. 6 monthly Valuations and Report
Caveats:
The portfolio's value will fluctuate with movements of the various stock
markets in which it invests.
Past performance does not guarantee future returns.
| % Growth | % Growth | % Growth | % Growth | % Growth | |
|---|---|---|---|---|---|
| 1Y 31/03/2009 | 1Y 31/03/2008 | 1Y 30/03/2007 | 1Y 31/03/2006 | 1Y 31/03/2005 | |
| Name | To 31/03/2010 | To 31/03/2009 | To 31/03/2008 | To 30/03/2007 | To 31/03/2006 |
| Minerva UK ISA | 36.16 | -23.11 | -12.91 | 12.15 | 24.21 |
| Minerva GEMS UK Equity Inc | 38.91 | -28.17 | -12.65 | 10.54 | 24.86 |
| IMA UK Equity Income | 46.10 | -29.30 | -13.60 | 11.15 | 26.79 |
| IMA UK Equity & Bond Income | 38.30 | -24.20 | -8.41 | 7.07 | 19.72 |
This has been issued by Minerva Fund Managers Limited, Kelston View, Corston, Bath, BA2 9AH. Minerva Fund Managers Limited are regulated by the Financial Services Authority. Unit Trusts are intended as a long-term investment, because these investments can go down in value as well as up, so you may not get back the full amount invested. These investments are not suitable for everyone. If you have any doubt whether they are suitable for you, you should obtain expert advice. The past is not necessarily a guide to future performance. Remember, never invest more than you can afford to spare.