Our strategy

As part of the partnership with Tellworth, BennBridge has been appointed investment manager of both the Schroders’ SARFCO UK Dynamic Absolute Return Fund and the Schroders’ SAS UK Dynamic Absolute Return Fund.

Strategy objective: The strategy aims to achieve an absolute return by investing in equities of UK companies.

Investment policy: The strategy invests at least 80% of its assets, long or short, in equities of UK companies which are constituents of the FTSE All Share Index or the Alternative Investment Market. The strategy invests at least 50% of its assets in small and medium sized companies. Small and medium sized companies are companies which, at the time of purchase, are considered to be in the bottom 80% by market capitalisation of the UK equities market. The strategy has no bias to any particular industry. 

Schroders' SARFCO UK Dynamic Absolute Return Fund (Onshore)

The fund aims to achieve an absolute return by investing in equities of UK companies.

Schroders' SAS UK Dynamic Absolute Return Fund (Offshore)

The fund aims to achieve an absolute return by investing in equities of UK companies.