Dowgate Wealth is an employee-owned company founded in 2020 by ex Hargreave Hale (subsequently Canaccord) colleagues. Together we represent over 450 years of investment experience specialising in UK and European smaller and medium sized companies.
Historically, there has been a hesitance to invest in Europe. This has been for several reasons such as the lasting effects of the eurozone debt crisis, slower economic growth than other regions, and more immediately, the ongoing situation in Ukraine. However, there are plenty of great businesses to be found across Western Europe outside the UK. Many of the businesses are niche Global leaders and owned & operated by families & founders. These companies are often valued at a discount to peers in other regions.
The SVS Dowgate Wealth European Growth Fund is available on the following platforms:
Directly through Dowgate Wealth
Allfunds
Aegon / CoFunds
Transact
The Fund’s core investment philosophy is based on bottom-up investing, looking at individual companies, agnostic to sector and country allocations. This means that we are unconstrained and can find great investment opportunities that are often overlooked and under researched, typically smaller to medium sized companies. Our investment process focuses on good quality management teams, understanding their business model, and how they can deliver profitable future growth. To gain this insight we regularly meet management teams, remotely, face-to-face and through on-site visits.
SVS Dowgate Wealth Fund ICVC – Prospectus
KIID – SVS Dowgate Wealth European Growth Fund F Class
KIID – SVS Dowgate Wealth European Growth Fund R Class
Monthly Factsheets & Quarterly Commentary
Fund due diligence available through Door Funds – please submit your request via funds@dowgate.co.uk and you will be sent the unique link
A fund is an investment that pools together the money from many individual investors. Fund managers then invest this money in a wide range of shares according to the objective of the fund. Each investor is issued units, which represent a portion of the holdings of the fund. These units can be bought or sold on a daily basis.
Funds are a popular choice with investors because they offer access to a ready-made investment portfolio that is managed by a sector specialist. You get instant access to a diversified portfolio for a much lower cost than purchasing the individual investments yourself and an improved liquidity profile with daily dealing.
Please find our monthly fund factsheets & monthly commentary here and Key Investor Information Documents (KIIDs) below:
Please find our Prospectus here and Annual Report & Accounts here (coming soon).
Our funds are available by opening an account directly with us, through your Financial Advisor if they manage your investment portfolio or through retail platforms such as Hargreaves Lansdown, Interactive Investor and AJ Bell. If your platform is not listed, please submit your enquiry to funds@dowgate.co.uk.
These share classes represent different units of the same fund. The Founders share class has a lower annual management charge compared to the Retail share class. The minimum investment of £100,000 for the Founders share class has been reduced to £1,000 until further notice.