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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 the Wealth 50
is a good place to start.
View funds on the Wealth 50 »
The Fund's investment objective is to achieve long term capital growth from a portfolio primarily invested in the shares of UK companies. The portfolio is likely to be concentrated although the authorised corporate director is not restricted in terms of number of holdings and is not restricted in its choice of company by either size or industry. A concentrated portfolio may comprise a smaller number of holdings having a large weighting in the overall portfolio and any price movement of any individual holdings may impact the Fund to a greater extent than if the Fund's investments were comprised of a larger number of holdings The Fund may also invest in other transferable securities, units in collective investment schemes, money market instruments, cash and deposits. The Fund can use derivatives for the purpose of efficient portfolio management with the aim of risk or cost reduction or to generate additional capital or income in line with the Fund's risk profile.