OBJECTIVE AND INVESTMENT POLICY
The Fund aims to provide capital growth over the long term.
Performance target: To outperform the MSCI Europe Index by at least 2.75% per annum, before the deduction of charges, over any 5 year period.
The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, which at the time of purchase are at least equal in size to a company included in the MSCI Europe NR Index, in any industry, in Europe (including UK).
The Fund may also invest in other assets including companies not within the index, cash and money market instruments.
The Fund is actively managed with reference to the MSCI Europe NR 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 a mathematical approach to investing which controls the extent to which the portfolio may differ from the index.
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