The Dowgate Wealth UK Best Ideas portfolio is a discretionary service that taps into small and medium-sized UK companies that generate capital growth with index-beating returns. The service is not eligible for an ISA due to involvement in IPOs. It is a segregated portfolio comprising of 15-20 high conviction holdings. They are all UK-listed small and mid-cap shares, typically with sub £2bn market cap. The portfolio will have set closes during the year. Depending on market conditions, we will deploy capital in the three months after each close. Any dividends paid will be reinvested. However, you will have access to your funds subject to liquidity. The portfolio is subject to Capital Gains Tax (CGT) and income tax. Tax rules and regulations and personal circumstances are subject to change.
Please be advised that we cannot provide investment or tax advice, so you will need to consult your financial adviser to discuss if this service is appropriate for you. We will send you and your accountant end of year consolidated tax statements showing total income received during the year and disposals reports. We will write to you each quarter detailing your portfolio’s current value and quarter-on quarter performance. Your client pack will also include an itemised statement for the period emailed or posted to you. We have a comprehensive online portal where you can view your respective account and contract notes in real-time.
For more information, download our UK Best Ideas Portfolio brochure by clicking here or email hello@dowgate.co.uk to register your interest.
This service should be regarded as a high-risk, longterm investment as it only invests in smaller companies where share prices are more volatile and less liquid than constituents of the FTSE100 Index. These newly formed, smaller firms do not qualify to list on the leading market exchange. These companies have a greater chance of growth in the early stages. However, they are also more likely to fail than a FTSE 100 company.
You should be comfortable with the possibility of losing your investment in the pursuit of potentially generating substantial growth. You should expect to experience significant fluctuations in price and understand that given the illiquid nature of these stocks, you will need to be able to hold onto them through down periods. There will likely be a substantial difference in the buy and sell price; if you had to sell them immediately, you might get back much less than you paid for them.
The value of shares may go down and up, and investors may not get back the amount they invested. Past performance is not a reliable indicator for future results.
We have made it as simple as possible for you to open an account with us. If you need any assistance, you can contact us via our online messaging portal, however, if you would prefer to have a conversation over the phone, a member of our team would be delighted to help.