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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 aims to grow your investment. The Fund will invest in a concentrated portfolio of between 25-30 smaller companies based, or carrying out much of their business, in the United Kingdom. Smaller companies will typically be those valued between £20 million and £150 million at the time of investment. The Fund will invest in companies that show strength of management, strategies that have been overlooked by the stock market and the potential to increase valuations by an Internal Rate of Return (IRR) of 15%. The IRR is used to measure and compare the rate of growth various companies are expected to generate. Any income this share class generates will be reinvested to grow the value of your investment.