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FP CRUX UK SPECIAL SITUATIONS FUND 

NEW FUND LAUNCH: 17TH SEPTEMBER 2018

UK long-only fund managed by Richard Penny

Fund Facts

Manager: Richard Penny

Aim: To achieve long-term capital growth through active management

IA sector: IA UK All Companies

Benchmark: FTSE All Share

Strategy: Long-only UK equity

Launch date: 17 September 2018

Offer period closes: 28th September 2018

1st Dealing Day: 1st October 2018

Structure: UK OEIC

Fund Video

Introduction to the FP CRUX UK Special Situations Fund

Fund Values

    • The Fund is a concentrated, best ideas portfolio
    • It is investing in a mixture of all caps but primarily mid cap stocks, with the ability to invest in AIM
    • Bottom-up stock picking with a focus on business to business companies
    • It is focussing on companies that compete on a global scale
    • Fund manager co-investment
    • A special situation is a company attractively valued relative to its assets or future earning potential

Crux Asset Management

CRUX Asset Management is a UK based fund management group managing long-only equity investments for investors. Active investment management....that's the CRUX.

Our Company

We are a privately-owned company set up by a group of well qualified and highly-experienced investment professionals dedicated to providing superior investment returns and excellent client service. If you have any questions regarding our company or our approach to investment, we would be delighted to hear from you.

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Our Philosophy

The philosophy of the investment team is unwavering. At CRUX Asset Management we firmly believe in the concept of time as our friend. We invest for the long-term, never swaying from our investment principles and standing by our convictions.

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Our Values

At the heart of our company lies our strongest core value of alignment. We align our investment aims with those of our clients by investing meaningful amounts of our own assets in our funds. All employees are offered equity in the company meaning that they share in the success of the business - we believe this to be a further testament to our commitment to our clients' best interests.

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Latest News

IMPORTANT INFORMATION

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. CRUX funds may be higher risk than other funds and past performance is not a guide to future performance. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. CRUX funds may hold a greater percentage of smaller company stocks which can be higher risk than those in larger companies. If you are unsure about the suitability of an investment please consult an authorised financial adviser.

The material within this webpage is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Any views are those of CRUX as at issue, unless stated otherwise, and we do not undertake to advise you as to any change of our views. Forecasts/ estimates are not a reliable indicator of future performance. All information is given in good faith but without any warranty. CRUX does not give investment advice and only provides information on CRUX products.

Further risk information can be found in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0345 113 6965 or downloaded from the Literature page.

This website is intended for those who access it from within the United Kingdom. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and CRUX will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Authorised and regulated by the Financial Conduct Authority (ref:623757)

CRUX Asset Management Limited is registered in England & Wales, company number 08697189

Registered Office

48 Pall Mall,
London SW1Y 5JG

© 2018 CRUX Asset Management Limited. All Rights Reserved

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