The Scheme aims to provide long term (over at least 5 years) capital growth with the potential for some income generation.
The Scheme will invest in a spread of authorised unit trusts and/or authorised companies which may be selected from those available in the whole market. The Scheme will not be restricted to any particular economic sectors and the investment policy will take a long term balanced view of stock markets worldwide while maintaining a core holding in the UK. The Scheme will limit its exposure to shares/equities to between 20% and 60%. The Scheme may also invest in transferable securities including investment trusts, money market instruments, deposits, derivatives and forward transactions.
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 for promotional purposes and does not qualify as an investment recommendation.