The Kennox Value portfolio can be accessed through the Smith & Williamson Kennox Strategic Value Fund or, for larger investments (£50m+), through a segregated account.
S&W Kennox Strategic Value Fund
Three share classes are available, each with an income or accumulation option:
All investment applications for the Fund are handled by Smith & Williamson, the Fund’s ACD. Application forms and Fund documents can be accessed via the Smith & Williamson portal:
Before investing in the Fund please read these Fund documents and the Fund's Prospectus. The completed application form should be sent directly to Smith & Williamson, who will be happy to answer any questions you have:Smith & Williamson Fund Administration Limited 206 St Vincent Street, Glasgow, G2 5SG. Dealing and Registration Team: Tel: +44 (0) 141 222 1150 Fax: +44 (0) 207 131 8261 Email: SWFAdealing@smithandwilliamson.com
The S&W Kennox Strategic Value Fund is also available on the following platforms: CoFunds; Transact; Raymond James; Nucleus; Aberdeen Standard; Novia; James Hay; Alliance Trust; AJ Bell; Fidelity Funds Network.
If you have questions regarding the Fund’s suitability to your investment objectives please consult an independent financial adviser.
Segregated Account If a segregated account could be of interest, please contact Kennox directly: firstname.lastname@example.org