Quantcast Our Funds | Downing

Our Funds

Funds

MI Downing UK Micro-Cap Growth Fund

A concentrated portfolio of 25-30 UK listed companies, mainly with market capitalisations below £150m at the time of investment.

QAM Downing Monthly Income Fund

Invests across the whole of the UK equity income space, allowing us to find businesses that can provide long-term capital growth with an attractive yield.

MI Downing Diversified Global Managers Fund

A multi-manager fund investing in a global portfolio of specialised funds to provide access to a variety of asset classes and fund strategies.

Downing AIM Estate Planning Service (DAEPS)

Allows investors to obtain IHT relief after only two years by owning a portfolio of at least 20 BPR-qualifying companies quoted on AIM (so long as shares are held at death).

Downing AIM ISA (DISA)

Allows investors to combine attractive tax concessions from a stocks and shares ISA, with the IHT benefits offered by DAEPS.

Important Notice

Investing in our products will place your capital at risk and you may not get back the full amount invested. Any tax treatment may be subject to change and the availability and value of the reliefs depend on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status.

Further information can be found at HMRC’s website. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher price fluctuations and are likely to be more difficult to sell than shares quoted on the London Stock Exchange Official List. Website content is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in any of our products.

Important Notice

Downing’s investments place your capital at risk and you may not get back the full amount invested. Past performance and forecasts are not a reliable guide to future results. Tax treatment may be subject to change and depends on individual circumstances. Smaller company shares are likely to have higher volatility and liquidity risks than other types of main market listed instruments. We recommend that you seek professional independent financial advice before investing. We do not offer investment or tax advice.

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