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
IMPORTANT NOTICE: VIEWING THE MATERIALS YOU SEEK TO ACCESS MAY NOT BE LAWFUL IN CERTAIN JURISDICTIONS. IN OTHER JURISDICTIONS, ONLY CERTAIN CATEGORIES OF PERSON MAY BE ALLOWED TO VIEW SUCH MATERIALS. ANY PERSON WHO WISHES TO VIEW THESE MATERIALS MUST FIRST SATISFY THEMSELVES THAT THEY ARE NOT SUBJECT TO ANY LOCAL REQUIREMENTS THAT PROHIBIT OR RESTRICT THEM FROM DOING SO.
THE MATERIALS CONTAINED HEREIN ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, TO U.S. PERSONS OR IN OR INTO THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OR OTHER JURISDICTION OF THE UNITED STATES), AUSTRALIA, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OR REGULATIONS OF SUCH JURISDICTION.
The information and materials contained herein (the “Website Materials“) are exclusively intended for persons who are not residents of the United States and who are not physically present in the United States. The information contained herein and on the pages that follow does not constitute an offer of securities for sale or a solicitation of an offer to purchase securities in any jurisdiction, including the United States or in any jurisdiction or jurisdictions in which such offers or sales are unlawful. The shares of Onward Opportunities Limited (the “Company“) have not been nor will they be registered under the U.S. Securities Act of 1933, as amended (the “Securities Act“), or with any securities regulatory authority of any state or other jurisdiction of the United States and may not be offered, sold, resold, pledged, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, within the United States or to or for the account or benefit of U.S. Persons (as defined in Regulation S of the Securities Act) except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and applicable state securities laws. There will be no public offer of the securities in the United States, Australia, Canada, Japan or the Republic of South Africa or any jurisdiction in which such an offer would constitute violation of the relevant laws or regulations of such jurisdiction. The Company will not be registered under the U.S. Investment Company Act of 1940, as amended (the “Investment Company Act”), and investors will not be entitled to the benefits of the Investment Company Act.
Subject to certain exceptions, the securities referred to herein and on the pages that follow may not be offered, sold, resold, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, in Australia, Canada, Japan, the Republic of South Africa or any jurisdiction where to do so would constitute a violation of the relevant laws or regulations of such jurisdiction or to any resident or citizen of Australia, Canada, Japan or the Republic of South Africa. No offer and sale of the securities referred to herein and on the pages that follow has been or will be registered under the applicable securities laws of Australia, Canada, Japan or the Republic of South Africa.
In addition, the securities referred to herein and on the pages that follow may only be offered: (i) in the United Kingdom (“UK“), to the extent that the securities are permitted to be marketed in the UK pursuant to the Alternative Investment Fund Managers Directive (Directive 2011/61/EU) (“AIFMD“) as implemented in the UK by UK statutory instruments and by virtue of the European Union (Withdrawal) Act 2018, and in any EEA jurisdiction to the extent that such securities are permitted to be marketed into the relevant EEA jurisdiction pursuant to the AIFMD (and/or any applicable local implementing measures); or (ii) can otherwise be lawfully offered or sold (including on the basis of an unsolicited request from a ‘professional investor’ (as that term is used in the AIFMD)).
Any person accessing the Website Materials in any other jurisdiction should inform themselves about and observe any applicable legal requirements in their jurisdiction.
Any person accessing the Website Materials should carefully review the Terms and Conditions of this website. By using the Website Materials, you indicate that you accept the Terms and Conditions and that you agree to abide by them. The Company may change the Terms and Conditions at any time. Such changes will be posted on this website. Your access to this website is governed by the version of the Terms and Conditions then in force. If you do not agree to the Terms and Conditions, please refrain from using this website.
Cavendish Capital Markets Limited (“Cavendish“), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority, is acting exclusively as sponsor and broker for the Company and for no one else in relation to the matters referred to on this website. Cavendish will not regard any other person (whether or not a recipient of this document) as its client in relation to the matters referred to on this website and will not be responsible to anyone other than the Company for providing the protections afforded to its clients or for providing any advice in relation to the matters referred to on this website.
By clicking ‘I understand and agree’ below, you represent, warrant and agree that:
YOU ARE NOT ACTING FOR THE ACCOUNT OR BENEFIT OF A U.S. PERSON OR A RESIDENT OF AUSTRALIA, CANADA, JAPAN OR THE REPUBLIC OF SOUTH AFRICA; AND
YOU ARE NOT A U.S. PERSON OR OTHERWISE A RESIDENT OF AUSTRALIA, CANADA, JAPAN OR THE REPUBLIC OF SOUTH AFRICA; AND
YOU ARE NOT IN THE UNITED STATES OR IN ANY OTHER JURISDICTION WHERE ACCESSING THIS WEBSITE MAY BE PROHIBITED BY LAW OR REGULATION;
YOU ARE ACCESSING THIS WEBSITE FOR INFORMATION PURPOSES ONLY;
YOU WILL NOT TRANSMIT OR OTHERWISE SEND ANY INFORMATION CONTAINED IN THIS WEBSITE TO ANY PERSONS IN THE UNITED STATES OR WHO ARE U.S. PERSONS OR TO ANY PUBLICATIONS WITH A GENERAL CIRCULATION IN THE UNITED STATES; AND
YOU HAVE READ, UNDERSTOOD AND AGREE TO THE ABOVE.
If you cannot so represent, warrant and agree, you must click the button labelled ‘I disagree’ or otherwise exit this website.
