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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 fund's investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the London Stock Exchange. The fund's performance target is to outperform, after the deduction of charges, the FTSE All-Share Total Return GBP Index (the "Index") over rolling 3-year periods. The fund also aims to produce an income in excess of the Index's income over rolling 3-year periods. For further information on the fund's index, please refer to the Prospectus. The fund is actively managed.