The Fund invests principally in the UK market with the aim of achieving long term capital growth.
The Fund is managed in an ‘unconstrained’ style and seeks to identify investment opportunities by
investing in large, medium and smaller companies. Often this will mean that a sizeable part of
the portfolio will be invested in medium and smaller sized companies, if that is where the manager
believes the most rewarding opportunities exist.
The aim of the Fund is to achieve long-term capital growth from a tightly controlled list of
European stocks regardless of market capitalization, which the manager believes will generate attractive returns.
The Fund aims to outperform the FTSE World Europe ex UK Index.
The Fund's aim is to achieve long-term capital growth from a UK equity portfolio
selected from the FTSE 100 Index. Its objective is to beat the index and
therefore all FTSE 100 Tracker Funds.
The Fund aims to achieve long term capital growth principally by investing in the UK market.
The Fund has a concentrated portfolio of approximately 40 stocks. At any time a minimum of 40%
must be invested in FTSE 100 companies. The Fund is focused on outperforming the FTSE All
Share index; a maximum of 15% of the portfolio is permitted to be invested outside of the FTSE
All Share Index.
The Fund will aim to deliver superior performance through our proven stock
selection capabilities whilst seeking to ensure that the companies invested in
are monitored and engaged with on ethical, governance, environmental and social
issues.