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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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Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
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Investment Objective The Sub-fund aims to outperform (after deduction of costs) the Numis Smaller Companies Index (excluding Investment Companies) by at least 2% per annum over rolling five-year periods. Investment Policy The Sub-fund will invest at least 80% in the shares of smaller UK companies, being those which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund will be actively managed and will invest in any sector. The Sub-fund may also invest in smaller companies which are listed, quoted or traded in the UK. The smaller companies in which the Sub-fund invests will typically have a market capitalisation of less than £1 billion at the time of initial purchase. To the extent that the Sub-fund is not fully invested in shares of smaller companies, the Sub-fund may also invest in other transferable securities of smaller companies, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.