How To Invest

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:

  • Class I: investment over £5,000
  • Class A: investment over £100,000

To invest in the fund directly:

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.

The SVS Kennox Strategic Value Fund is also available on the following platforms:

If you have questions regarding the Fund’s suitability to your investment objectives please consult an independent financial adviser.

 
Authorised and regulated by the Financial Conduct Authority (FRN: 475658)
The Company is based in Scotland, UK with the above registered address (Registered Number: SC302037).

© Copyright 2022 Kennox Asset Management
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