||19/03/14 to 19/03/15
||19/03/15 to 19/03/16
||19/03/16 to 19/03/17
||19/03/17 to 19/03/18
||19/03/18 to 19/03/19
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.
View fund chart
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
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The Fund aims to achieve a reasonable and growing income with the prospects of capital growth from a concentrated portfolio of UK equities. The Fund invests in a concentrated portfolio of predominantly UK equities. The Alpha Income investment approach is a highly focused management style, which gives the Manager the flexibility to take significant stock and sector positions, which may lead to increased levels of volatility. The portfolio will consist primarily of equities of companies domiciled in the UK, or which have significant UK operations.