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The Company seeks to achieve capital growth over the long term (5 years).
The Company will seek to achieve its objective by investing at least 70% in equities and collective investment schemes (which may include those managed by the ACD and/or Investment Manager) which provide exposure to equities. The Company is actively managed and equity exposure is typically expected to be in excess of 75%.
The Company may also invest in money market instruments, deposits, loan stock and other debt securities and collective investment schemes to the extent that each is permitted by the FCA Regulations.
Derivative and forward transactions may be used by the Company for the purposes of hedging.(although it is expected that use of derivatives will be limited).
The Fund will not have any particular geographic, industry or economic sector focus and as such weightings in these may vary as required.
Prospectus
Key Investor Information
Application Form
The latest net asset value per share is as follows:
| Net Income Shares |
379p |
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| Net Asset Value as at 12:00 on 6th June 2023. |
Past performance is not necessarily an indication of future results
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