||18/01/16 to 18/01/17
||18/01/17 to 18/01/18
||18/01/18 to 18/01/19
||18/01/19 to 18/01/20
||18/01/20 to 18/01/21
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
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 aims to achieve above average capital growth from a concentrated portfolio of UK equities. The Fund invests primarily in a concentrated portfolio of UK equities, i.e equities of companies domiciled in the UK, or which have significant UK operations, by investing directly or indirectly in such securities. This approach means that the Fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. If desirable, the Manager may further invest up to one third of the assets of the Fund in markets outside the United Kingdom. The Fund's exposure may be gained through long and short positions. The Manager may take long and short positions through the use of derivatives and forward transactions. In addition in order to gain long exposure, the Fund may invest in equities, collective investment schemes including exchange traded funds and/or related indices. If desirable, the Manager may hold a substantial proportion or all of the Fund in cash and/or other securities (including fixed interest securities and money market instruments).