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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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within our Wealth 50 this is not necessarily a recommendation to sell.
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is a good place to start.
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The Fund's investment objective is to achieve income, with the potential for long-term capital growth, by investing primarily in equities and equity related securities of companies worldwide. The Fund will follow a multi-factor strategy which targets value, quality, momentum, small size and low volatility. The Investment Manager will use quantitative techniques, based on statistical and numerical analysis, while adopting a disciplined and rigorous approach to both stock selection and portfolio construction. The Fund seeks to achieve income in excess of the MSCI All Country World Index. The Fund may utilise financial derivative instruments for hedging and/ or investment purposes, or to manage foreign exchange risks, subject to the conditions and within the limits laid down by applicable laws and regulations. The Fund is actively managed. The Fund aims to outperform the MSCI AC World Index (USD) benchmark before charges. The benchmark is also used as a reference point for portfolio construction and as a basis for setting risk constraints. In order to achieve its objective, the Fund will take positions whose weightings diverge from the benchmark or invest in securities which are not included in the benchmark. The investments of the Fund may deviate significantly from the components of and their respective weightings in the benchmark. The Investment Manager seeks to reduce the risk of significant changes in the value of the Fund compared to the benchmark. The potential change in value of the Fund (as measured by expected volatility) is ordinarily expected to be lower than the potential change in value of the benchmark over the longer term. Where Share Classes are denominated in a currency other than the Base Currency of the Fund, a currency specific benchmark will typically be used for performance comparison purposes. This will either be the benchmark of the Fund expressed in another currency or a different currency specific benchmark with similar characteristics. Benchmarks applicable to such Share Classes are disclosed in the relevant KIID.