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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
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 »
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 1.5% per annum over rolling five-year periods.
Investment Policy The Sub-fund will invest at least 80% in shares of 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 may invest in UK companies of any size and in any sector.
The Sub-fund may also invest in companies which are listed, quoted or traded in the UK.
To the extent that the Sub-fund is not fully invested in shares of such companies, the Sub-fund may also invest in other transferable securities of UK companies, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.