INVESTMENT OBJECTIVE
The Scheme aims to provide long term (over at least 5 years) capital growth with the potential for some income generation.
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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.
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RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
