Strategic Equity Capital Plc (SEC)
Category UK Small-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
360.00p
Buy
362.00p
4.55p (+1.27%)
Discount/Premium
-7.12%
Estimated NAV
384.35p
Prices updated at 20 May 2024, 12:49 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The investment objective of the company is to achieve absolute returns rather than relative returns over a medium-term period, principally through capital growth. Our strategy is to invest in publicly quoted companies which we believe will increase their value through strategic, operational or management initiatives based on a private equity approach to quoted companies. We follow a practice of constructive corporate engagement and aim to work with management teams in order to enhance shareholder value. We attempt to build a consensus with other stakeholders and prefer to work alongside like-minded co-investors as leaders, followers or supporters. We are long-term investors and typically aim to hold companies for the duration of rolling three-year investment plans that include an entry and exit strategy and a clearly identified route to value creation. The duration of these plans can be shortened by transactional activity or lengthened by adverse economic conditions.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Annual charges
Product charges | |
---|---|
1.22 | |
1.22 | |
0.16 | |
Minimum investment | 25.00 |
Documents
Document name | Language | Date posted |
---|---|---|
Semi-Annual Report | English | 31 Dec 2023 |
Factsheet | English | 31 Dec 2023 |
Annual Report | English | 30 Jun 2023 |
Key Information Document (KID) | English | 28 Oct 2021 |
Please note that service charges will also apply. Read more about our fees.