Objectives and Investment Policy
The Fund aims to provide medium to long-term capital growth by mainly investing in a diversified portfolio of UK smaller companies.
The Fund will invest at least 80% of the portfolio in UK smaller companies that are below £2 billion at the time of purchase as defined by market capitalisation.
UK companies are defined as companies that are domiciled, incorporated or have a significant part of their business in the UK.
The Fund may hold shares of UK companies which are above £2 billion, up to 20% of the portfolio.
The Investment Manager aims to identify UK smaller companies which show good medium to long-term growth potential, or which appear to be undervalued.
The Fund is actively managed. This means the Investment Manager uses their expertise to pick investments to achieve the Fund’s objective.
The Fund may use derivatives, which are sophisticated instruments whose value is linked to the rise and fall of other assets, to achieve its investment objectives and for the purposes of efficient portfolio management, with the aim of managing risk and cost.
The Fund may also hold cash.
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): Wednesday, 18 December 2024
