INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
Performance target: To outperform the Russell 1000 Index by at least 2% per annum, before the deduction of charges, over any 5 year period.
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The Fund invests at least 80% of its assets in shares (also known as equities) of mainly larger companies, in any industry, in the United States.
The Fund may also invest in other assets including companies outside the United States, cash and money market instruments.
The investment manager may use derivatives (complex financial instruments) to reduce risk, to manage the Fund more efficiently, or to generate additional capital or income for the Fund.
The Fund is actively managed with reference to the Russell 1000 Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target. The investment manager has discretion to choose individual investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index. The investment manager will seek to maintain the portfolio with sector weightings close to those of the index.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Sector specialists conduct independent research to construct six sector portfolios that combine to form a diversified fund
- High-conviction portfolio of best ideas, regardless of market cap or industry
- Portfolio construction minimises macro factors and isolates security selection as the driver of performance