"An investment in the UK stock market is a logical starting point for most UK investors, but the choice of funds is overwhelming. This is why we have consolidated our favourites into a single, balanced investment."
Roger Clark & Ellen Powley, Fund Managers
Why invest?
The UK stock market is home to many world-class companies, providing a rich hunting ground for fund managers. Consequently there are a huge variety of funds from which to choose.
Exceptional fund managers are few and far between. Separating the extraordinary from the ordinary is no easy task but this is where we think our approach excels. We are able to use our unique quantitative model and regular meetings with managers to identify the best funds from across the entire UK market.
The portfolio has a core of investments in larger companies, but also an overweight position in higher risk smaller and medium sized companies where we see great long-term potential. Over time, different investment styles and different areas of the market will come in and out of favour, but with this diversified approach we aim to ensure the fund is positioned to perform well in a variety of market conditions.
Important - The value of this fund and the income from it, can still fall so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028). Relative risk ratings should not be used to compare these funds with other investments. Tax reliefs depend on individual circumstances.
This fund has a holding in LF Equity Income (formerly the Woodford Equity Income Fund), which is currently being wound up. This fund continues to trade as normal.
At a glance
Investment goal
Growth
Relative risk
Adventurous
Invests in
93.6% Shares
3.7% Cash
2.7% Other
Yield
2.14%
Not a reliable indicator of future income.
Correct as at 30/09/2020
Charge
OCF/TER 1.33%
(plus up to 0.45% p.a. platform charge)
Price
Sell: 115.91 | Buy: 115.91
Correct as at 20/10/2020