Fund Attribute
  • Aims to provide long term capital growth (over 5 year rolling periods) ahead of the Cboe UK All Companies Index and inflation.
  • Specialised focus on investment trusts across asset classes.
  • Adopts a value bias investment approach.
  • Focus on high-quality funds and investment trusts investing in out-of- favour areas.
  • Preference for fund managers with a disciplined, easy-to-understand investment process.
Investor Profile
  • Seek capital growth over a long time frame.
  • Accept the risks associated with the volatile nature of an adventurous multi-asset investment.
  • Plan to hold their investment for the long term, 5 years or more.
Key Details
Target Benchmark Cboe UK All Companies
Target Benchmark CPI
Comparator Benchmark (Sector) IA Flexible Investment
Launch date 1 April 2004
Fund value £68.3 million
Holdings 34
Valuation time 12pm

1. Past performance is not a guide to the future

Data as at 31st March 2021


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