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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 »
The objective of this fund is to provide growth. The fund will typically invest between 90% and 100% in company shares from a small number of UK companies. The fund will invest in smaller and medium sized companies and also larger sized companies which form part of the FTSE All-Share, Fledgling and Alternative Investment Market (AIM) indices of shares. These indices consist of shares of a variety of UK companies representing all economic sectors. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income with no, or an acceptably low, level of risk. The fund may also invest in cash or deposits.