MI Downing UK Micro-Cap Growth Fund
A UK-based OEIC run by our Public Equity team. It holds a concentrated portfolio of 25-30 stocks - all UK listed companies, predominantly with market capitalisations of sub £150m at the time of investment.
The Fund’s Authorised Corporate Director has now been rebranded as Maitland Institutional Services Limited effective as of 1st April 2016. Following the rebrand the PFS Downing UK Micro-Cap Growth Fund has been renamed MI Downing UK Micro-Cap Growth Fund. This is for your notification only, no further action is required.
The PFS Downing UK Micro-Cap Growth Fund focuses on micro-cap companies in the UK with a market cap typically valued between £20 and £150 million at the time of investment. We deploy a diligent approach to investing, taking our time to analyse companies and their management teams.
For past performance information - including annual/interim reports and monthly factsheets - please click here.
Public Equity Investment Team
The Fund is managed by our Public Equity team. For more details on the team, please click here.
A monthly savings plan on the B and C Share classes is available. Monthly contributions of £100 can be made via standing order on the first business day of each month. The signed application form must be accompanied with a copy of the standing order letter to the clients bank. Further information on how to invest in the regular savings plan is available through Maitland Institutional Services.
Method of payment for application
Payments for applications can be made by cheque, made payable to:
MI Downing Dealing Acc, or by electronic bank transfer using the payment details below.
How to apply
Please read the documents below then submit an Application Form:
An investment in this Fund may not be suitable for all investors. We recommend that specialist independent tax, legal and financial advice is taken before investing. Downing is not able to advise on your suitability for an investment in the Fund.
- Past performance should not be used as a guide to future performance. The value of shares can go down as well as up and there is no guarantee that you will get back the amount you originally invested.
- Investing in smaller companies, which may include AIM quoted investments, is considered to have higher risks than many other investments. Investee companies may be significantly more volatile, carry higher risk and be materially less liquid than many other investments and in particular in comparison to larger securities traded on the London Stock Exchange Official List.
- This information is directed only at persons in the UK and is not an offer or invitation to buy or sell securities.
- An investment into the Fund should only be made on the basis of the information set out in the relevant Prospectus. Opinions expressed, whether in general or both on the performance of individual securities and in a wider economic context, represents the views of Downing at the time of preparation. They are subject to change and should not be interpreted as investment advice.