OBJECTIVE AND INVESTMENT POLICY
The Fund aims to provide a positive (absolute) return over the long term.
Performance target: To provide a positive return, over any 3 year period.
The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, with a focus on larger companies in developed markets, in any industry, in any country.
The Fund may also invest in other assets including cash and money market instruments.
The investment manager may use derivatives (complex financial instruments) with the aim of making investment gains in line with the Fund’s objective, to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed without reference to a benchmark. The investment manager has a mathematical approach to investing which is not constrained by a specific benchmark.
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