Quantcast Open Ended Investment Companies | Downing

Open Ended Investment Companies (OEICs) are a popular way to invest in the stock market.

Our OEICs are managed by our experienced Public Equity team, who employ a unique private equity style investment process across all our Public Equity Funds. Each of our products centres around the same set of principles, which we believe are integral to generating attractive long term returns.

Our bottom-up investment process focuses on proprietary research and rigorous due diligence, so that we can understand the businesses in which we invest to the highest degree. Our approach is high conviction and this is reflected in portfolio construction, which act as cornerstones to value creation over the long term. Our Investment Committees provide independent oversight of this process, ensuring our investors’ interests are protected.

The PFS Downing UK Micro-Cap Growth Fund, our award-winning flagship OEIC, aims to drive strong returns by focusing on a core portfolio of 20-30 companies with market capitalisations of under £150 million at the time of investment.

We also manage the QAM Downing Monthly Income fund, which targets a high level of income and long-term capital growth by investing primarily in equities listed on a UK stock exchange.

In February 2016, we were appointed manager of the former SGWM Managed Fund, which has since been renamed to PFS Downing Diversified Global Managers. The Fund invests in a global portfolio of specialised funds to provide access to a variety of asset classes and fund strategies.

Find out more about our OEICs below.

Please remember, the value of your investment and any income from it is not guaranteed and can go down as well as up. You may not get back the original amount you invested.

Open Ended Investment Companies shareholder information

A UK-based OEIC run by our Publi

A UK-based OEIC run by our Publi

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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