Fill in the fields below with your contact's details and an optional message to email your PDF.
The New Capital Dynamic UK Equity Fund seeks to marry high quality companies with a carefully calibrated approach to risk control – offering investors a robust fund capable of performing throughout the market cycle.
By typically holding around 35-45 companies, the Fund harnesses a high conviction investment approach and maintains a core focus on quality.
As an all-cap fund, the New Capital Dynamic UK Equity Fund has a large pool of potentially investable companies to choose from – but selection criteria is strict. Potential new holdings must display strong balance sheets, a sensible method of capital allocation and a clear sense of strategy to be considered.
High quality businesses should be able to provide resilience through times of economic uncertainty and our focus on strong underlying fundamentals helps the Fund effectively manage risk.
Although benchmark aware, the Fund is not constrained by the FTSE-All Share index. This helps add a greater degree of management flexibility, enabling the Fund to look for companies with greater growth potential than the benchmark and helps improve our sector diversity.
A conservative approach to future cashflow and business margin analysis – while remaining cognisant of a company’s future capital needs – adds another layer of diligence to the Fund.
Ideal for risk adverse investors seeking sustainable, long-term total returns, we’ve sought to create a strategy that is dynamic both in name and nature, offering a balanced blend between performance and pragmatism.
Sign up to receive thelatest investment news, perspectives & insights
Issued by EFG Asset Management (UK) Limited. Registered in England and Wales 7389736.Registered Office: Leconfield House, Curzon Street, London, W1J 5JB. Authorised and regulated by the Financial Conduct Authority.
T +44 (0)20 7412 3847 | E email@example.com