||19/10/16 to 19/10/17
||19/10/17 to 19/10/18
||19/10/18 to 19/10/19
||19/10/19 to 19/10/20
||19/10/20 to 19/10/21
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 »
The Fund aims to generate capital growth by investing in todays most innovative, high growth companies. The investment process combines a quantitative and qualitative approach to build a diversified portfolio of between 35 to 40 high quality, large cap developed world companies. The investment process is designed to select the best stocks for the prevailing economic environment. It is explicitly engineered to adapt to changing economic circumstances, seeking to identify leading companies in rapidly growing industries.
The Fund is actively managed with Equitile utilising its expertise to select investments to achieve the Funds objective. The Fund has no geographic or sector constraints and is benchmark agnostic. It is typically close to fully invested in equities and does not rely on leverage or derivatives to generate returns.