The Kennox Value portfolio can be accessed through the SVS Kennox Strategic Value Fund or, for larger investments (£50m+), through a segregated account.
SVS Kennox Strategic Value Fund
Two share classes are available, each with an income or accumulation option:
To invest in the fund directly:
Familiarise yourself with Fund documentation
Select application relevant to you
All investment applications for the Fund are handled by Evelyn Partners, the Fund’s ACD.
Scan and email the Application Form and client verification documentation (outlined in the Application Form) to TADealing@evelyn.com
Pay the subscription amount by bank transfer to the correct account as specified in the Application Form under the section headed “Payment”.
Please notify the Transfer Agency Team at TADealing@evelyn.com when this has been done, to facilitate tracking of funds.
If you have questions regarding the Fund’s suitability to your investment objectives please consult an independent financial adviser.