Objectives and Investment Policy
The objective of the Fund is to achieve long term capital growth.
The Fund intends to meet its objectives through exposure to a combination of equities, fixed interest and structured products. The majority of the Fund’s exposure will be to equities. It may also have exposure to property. With the exception of structured products, this exposure will be through investment in OEICs, unit trusts, investment trusts, Exchange Traded Funds and other collective investment schemes across several management groups. It may also invest in equities from the world’s major markets, bonds and other transferable securities.
The Fund has no specific limits on exposures to any asset class, geographic area, industry or economic sectors.
Derivatives (that is sophisticated investment instruments linked to the rise and fall of the price of other assets) may be used to manage the Fund more efficiently.
You can buy and sell shares on any business day, in London.
Recommendation: This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.
For full investment objectives and policy details, please refer to the Prospectus.
Price displayed in GBP pence.
Status of all data (unless otherwise stated): Thursday, 21 November 2024
