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FP CRUX UK SPECIAL SITUATIONS FUND 

NEW FUND LAUNCH: 17TH SEPTEMBER 2018

UK long-only fund managed by Richard Penny

Opportunity

UK home to world class business

Fund Video

Introduction to the FP CRUX UK   Special Situations Fund

Dividends

Making good investments not just good business

FP CRUX UK SPECIAL SITUATIONS FUND

  • The Fund is managed by Richard Penny, following a long-only UK Equity approach seeking long term capital gains

  • Concentrated best ideas portfolio, that screens the 1,500 UK stock market companies including AIM market.

  • The Funds investment process will focus on the fundamentals of business to ensure they offer clear upside potential.

  • The fund has a core of mid cap holdings, some FTSE 100 names and a few carefully selected small caps.

  • Richard Penny views a special situation as a company attractively valued relative to its assets of future earnings potential.

  • Richard uses three key criteria:
    • How good is the business?
    • What is it worth?
    • Does it benefit the portfolio?

IMPORTANT INFORMATION

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. CRUX funds may be higher risk than other funds and past performance is not a guide to future performance. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. CRUX funds may hold a greater percentage of smaller company stocks which can be higher risk than those in larger companies. If you are unsure about the suitability of an investment please consult an authorised financial adviser.

The material within this webpage is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Any views are those of CRUX as at issue, unless stated otherwise, and we do not undertake to advise you as to any change of our views. Forecasts/ estimates are not a reliable indicator of future performance. All information is given in good faith but without any warranty. CRUX does not give investment advice and only provides information on CRUX products.

Further risk information can be found in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0345 113 6965 or downloaded from the Literature page.

This website is intended for those who access it from within the United Kingdom. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and CRUX will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Authorised and regulated by the Financial Conduct Authority (ref:623757)

CRUX Asset Management Limited is registered in England & Wales, company number 08697189

Registered Office

48 Pall Mall,
London SW1Y 5JG

© 2019 CRUX Asset Management Limited. All Rights Reserved