Moving against industry trends in order to design and deliver bespoke growth funds with index-beating returns
SVS Dowgate Wealth UK Small Cap Growth Fund
This Fund will focus on bottom-up investing, looking at individual Small Cap companies within the UK, agnostic to sector.
SVS Dowgate Wealth European Growth Fund
This Fund will focus on bottom-up investing, looking at individual companies across Europe, agnostic to sector and country allocations.
Introduction
Our approach and experience of investing over the long term provides the perfect foundation for institutional fund management. We discuss every investment case as a team as it is our fundamental belief that every member offers a unique insight. This creates an environment in which we continuously challenge our investment potential and also to mitigate downside risk. Our speciality of investing in both small and large companies provides us with significant experience of the regulatory environment and managing liquidity requirements.
We believe that sustainable compound returns are produced by businesses who are relevant now and will be increasingly so in our shared future. Many of these companies continuously innovate to match the future requirements of their customers whilst acting in the best interests of society; we call these companies Pioneers…
We are delighted to announce that we partnered with Evelyn Partners Fund Solutions Limited in 2021, (previously named Smith & Williamson), as ACD (administrator) to support the launch of two new growth funds. Evelyn Partners currently have c.£10bn AUA.
The SVS Dowgate Wealth UK Small Cap Growth Fund is led by Mark Chadwick, and the SVS Dowgate Wealth European Growth Fund is led by Will Searle. Please click on the individual pages above to find out more.
If you would like to be added to our Fund mailing list, please submit your enquiry to funds@dowgate.co.uk
SVS Dowgate Wealth UK Small Cap Growth Fund & SVS Dowgate Wealth European Growth Fund Founders Class minimum investment of £100,000, reduced to £1,000 until further notice
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest.
Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
Our funds invest for the long-term and may not be appropriate for investors who plan to take money out within five years.
The fund will be exposed to stock markets and market conditions can change rapidly. Prices can move irrationally and be affected unpredictably by diverse factors, including political and economic events.
The fund invests in smaller companies which are typically riskier than larger, more established companies. Difficulty in trading may arise, resulting in a negative impact on your investment.
The fund invests in other currencies. Changes in exchange rates will therefore affect the value of your investment. In certain market conditions some assets may be less predictable than usual. This may make it harder to sell at a desired price and/or In a timely manner.
In extreme market conditions redemptions in the underlying funds or the fund itself may be deferred or suspended.
Regulatory Information
This information is provided for general purposes only and is not personal advice to anyone to invest in any fund or product.
The Key Investor Information Documents and the Prospectuses for all funds are available here, in English, free of charge. An investor must always read these before investing.
Information taken from trade and other sources is believed to be reliable, although we don’t represent this as accurate or complete and it shouldn’t be relied upon as such.
Calls will be recorded for regulatory purposes.
Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Registered address: 15 Fetter Lane, London, EC4A 1BW
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest.
Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
Our funds invest for the long-term and may not be appropriate for investors who plan to take money out within five years.
The fund will be exposed to stock markets and market conditions can change rapidly. Prices can move irrationally and be affected unpredictably by diverse factors, including political and economic events.
The fund invests in smaller companies which are typically riskier than larger, more established companies. Difficulty in trading may arise, resulting in a negative impact on your investment.
The fund invests in other currencies. Changes in exchange rates will therefore affect the value of your investment. In certain market conditions some assets may be less predictable than usual. This may make it harder to sell at a desired price and/or In a timely manner.
In extreme market conditions redemptions in the underlying funds or the fund itself may be deferred or suspended.
Regulatory Information
This information is provided for general purposes only and is not personal advice to anyone to invest in any fund or product.
The Key Investor Information Documents and the Prospectuses for all funds are available here, in English, free of charge. An investor must always read these before investing.
Information taken from trade and other sources is believed to be reliable, although we don’t represent this as accurate or complete and it shouldn’t be relied upon as such.
Calls will be recorded for regulatory purposes.
Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Registered address: 15 Fetter Lane, London, EC4A 1BW
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