||14/01/16 to 14/01/17
||14/01/17 to 14/01/18
||14/01/18 to 14/01/19
||14/01/19 to 14/01/20
||14/01/20 to 14/01/21
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. The Fund invests for growth, through a concentrated, actively managed portfolio. The select investment approach means that the Manager has 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. If desirable, the Fund may further invest in other securities (including fixed interest securities, other equities and money market securities).