Fund Merger Notice

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INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

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The Fund invests at least 75% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, that have their registered office in the EEA or the UK if not part of the EEA.

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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.

ABOUT THIS FUND

  • Focuses on identifying contrarian quality in companies that can generate superior returns on capital employed
  • Uncovering hidden potential through comprehensive analysis, a disciplined valuation approach, and a focus on mid-cap companies
  • Differentiated portfolio construction designed to minimise factor risk with alpha driven by stock selection