||08/12/18 to 08/12/19
||08/12/19 to 08/12/20
||08/12/20 to 08/12/21
||08/12/21 to 08/12/22
||08/12/22 to 08/12/23
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.
View fund chart
Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
To generate growth over the long term (5 years or more) by investing in UK equities (company shares).
Performance Target: To achieve the return of the FTSE 350 ex Investment Trusts Equally Weighted Index, plus 3% per annum over rolling five year periods (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
Performance Comparator: The IA UK All Companies Equity Sector Average.
The ACD believes this is an appropriate target/comparator for the fund based on the investment policy of the fund and the constituents of the index/sector.