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||06/12/22 to 06/12/23
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.
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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 »
The Fund aims to provide long term capital growth through investment in global equities. The Fund will predominantly invest in equities (and equity related securities) of medium sized companies, and aims to hold a concentrated portfolio within a range of 40-60 securities. The Investment Manager's research and investment strategy will focus on company selection. The Investment Manager is not restricted in terms of region or industry sector.
The Fund can also invest into other transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management.