Acorn Income Fund

Acorn Income Fund

Overview

Aim

The aim of the Fund is to provide a high level of income with the opportunity for capital growth over the life of the Company.

In brief
  • Aims to produce an attractive level of income
  • Invests principally in UK small and mid-capitalisation companies
  • Opportunity to boost income via fixed interest securities and high yielding investment company shares
  • Managed by Simon Moon, Fraser Mackersie (Unicorn Asset Management) and Paul Smith (Premier Asset Management)

Investment policy

The company invests in two portfolios:

Smaller companies portfolio

The smaller companies portfolio (70-80%), managed by Simon Moon and Fraser Mackersie from Unicorn, will invest predominantly in UK equities with a market capitalisation of under £1 billion. The focus will be on companies with experienced and well-motivated management, products or services supplying growth markets, sound operational and management controls, good cash generation and a progressive dividend.

Income portfolio

The income portfolio (20-30%), managed by Paul Smith from Premier Asset Management, invests in fixed interest securities and high yielding investment company shares (up to 15% of the portfolio).

Literature

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The team

Smaller companies portfolio managers

Simon Moon

Unicorn Asset Management

Fraser Mackersie

Unicorn Asset Management

Income portfolio manager

Paul Smith

Head of fixed income and absolute return investment team

 

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Asset Management is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.

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