FOR PROFESSIONAL INVESTORS ONLY

Maison Allaire, Smith Street, St. Peter Port, Guernsey, GY1 2NG, Channel Islands

investor@freedomasset.com   T +44 1481 727 300

 

Victory Special Opportunities Fund

Fund advised by Mark Bradshaw – Bradshaw Asset Management Limited

 

We believe smaller businesses provide better returns in the longer term.  They are typically under-researched, under-valued and under-owned. The MSCI index shows that since inception in 1994 the small and mid caps have outperformed large caps. In the last 2 years, Europe has shown a strong performance with new IPOs and recovery in the economy and AIM is one of the key markets in Europe that offers smaller businesses
access to global capital.

 

INVESTMENT CHARACTERISTICS

 

• Investment objective to compound double digit long term returns

 

• Targets smaller businesses with high growth potential or turnaround situations

 

• Concentrated portfolio focusing on investments with a proprietary technology or process

 

• Bias towards Healthcare, Technology and Resource sectors

 

 

PRODUCT CHARACTERISTICS

 

• Weekly NAVs and subscriptions with monthly redemptions

• Benchmark unconstrained

 

• Individual position limit 20%

 

• Sector diversification – exposure limited to 20%

BBG Tickers: (“A”)       FREVSOA:GU

                        (C)       FREVSOC:GU

                        (“T”)       FREVSOT:GU

 

ISIN:                (“A”)

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                        (“T”)

 

SEDOL:          (“A”)

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CFI Code:       (“A”)

                                 (“C”)

                        (“T”)     

GG00BYWSBT54

GG00BZ1F8D78

GG00BYY9QN50

 

BYWSBT5
BZ1F8D7

BYY9QN5

 

EUOGSR

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© Freedom Asset Management Limited. Authorised and regulated by the Guernsey Financial Services Commission.
Company Number  58665. GFSC Reference Number 2262946

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For latest prices: FREOPUS:GU