No more money thanks....

takesyourchances

With only invested a few months at 1000 and at 5% return odd now I think I maybe will consider transferring over to Marlborough Micro Cap as I considered that as well at the time and just carry on my drip feed from there. Don't feel I have enough invested to leave it when it closes, pity but looking like I'll transfer out and carry on.

takesyourchances

Jonbvn wrote: »

I quite like Marlborough Special Situations. However, even that is at £700 million.

Missed your replied earlier as was using mobile net. I had a look at that as well as was looking at the Micro Cap, looks to be good as well. As you said though it is highly invested in.

Will have a think as I am going to transfer out and carry on drip feeding rather than leaving it and opening something else on my small amount.

Wise_Investor_2

It's very true that when something seems limited, we all want in all of a sudden .

takesyourchances

digannio wrote: »

As a promising alternative, Marlborough Multi Cap has got itself off to a pretty reasonable start.

The Multi Cap does look promising as well, looked over it along with the Micro Cap. I will take these into consideration.

I have some small cap UK exposure in my SL Global Small Cap fund, so these options look reasonable. Part of me quite likes the mix of small and medium cap in the Multi Cap with a reasonable dividend with some income base to it as well.

MonkeyBiscuit

I pay into this fund via my pension as "Aviva Cazenove UK Smaller Companies". Assume that this will mean I can no longer pay into this fund, but I haven't heard anything from Aviva. Does this closure affect payments into this fund in this way?

pip895

Take a look at Unicorn UK Small companies - it has matched Cazenove over 1 year and is slightly lower risk/volatility.
CF Miton UK Smaller Companies is a new fund but its recent performance has been stellar.

Rollinghome

"Investors switch to market giants as alarm bells ring over mid-cap rally...
Matt Hudson, manager of the Cazenove UK Equity Income fund, has been selling mid-cap consumer cyclicals such as Taylor Wimpey and buying mega caps like BP and Rio Tinto." http://www.investmentweek.co.uk/investment-week/news/2310180/investors-switch-to-market-giants-as-alarm-bells-ring-over-mid-cap-rally

Of course his guess may be no better than ours but it may be why Cazenove want to cap hot money into their small cap fund.

planteria

takesyourchances wrote: »

I have just 1000 invested so far and would like to keep investing in UK small caps so trying to think should I keep and open another UK small cap fund next year and continue into it or transfer all to a new uk small cap fund.

Any suggestions or other UK small cap funds to consider anyone?

Thanks

i invested in the Cazenove fund, and also Old Mutual Smaller Companies, via my ISA, for the first time a few weeks ago. I also have the Marlborough Spec Sit fund in my SIPP.

Drp8713

Does anybody know of youll be able to convert class B units of this to clean ones?

jamesd

Conversions to clean should be available for those who want to do that, check with the place you're holding it with how they will handle it.

If you hold it at HL it's worth noting that the commission for the current version is 0.9% and HL seems to have indicated that it will cap its rebate/Loyalty Bonus at 0.75%, retaining the rest for itself even while charging the platform fee on top.