Objectives and Investment Policy
The Fund aims to generate capital growth from a diversified portfolio of shares of global companies, with a focus on UK “blue-chip” companies; these are leading, well-established companies with a record of stable and reliable growth.
The Fund is actively managed and the investment manager has discretion to select its investments.
The Fund may also invest in collective investment schemes, bonds (which are like loans that pay a fixed or variable rate of interest issued by companies and governments), exchange traded funds (funds which are traded on a stock exchange which aim to track an index or a number of different assets) and money market instruments and cash.
The Fund will only use derivatives (financial instruments whose values linked to the rise and fall of other assets) for the purposes of efficient portfolio management, with the aim of managing risk and cost.
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, 19 December 2024
