The Fund aims to provide capital growth over the long term.
Performance target: To outperform the S&P 500 Index by at least 3% 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 S&P 500 Index, in any industry, in the US.
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 S&P 500 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.
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.
ABOUT THIS FUND
- A core, systematic US Large Cap fund that aims to deliver above-market returns, net of fees, with controlled risk
- Designed to be a core element of a portfolio, the fund makes use of volatility, which can be a unique and diversifying source of excess returns, that is ever-present, repeatable, and sustainable
- A differentiated approach in a crowded asset class and a diversifying addition to a multi-manager portfolio