Strategy Aim
The objective of the strategy is to outperform the FTSE All World Index significantly over rolling five year periods. In seeking to achieve the objective, the manager operates within defined risk constraints in order to maintain diversification despite the high concentration of stock names. The strategy invests primarily in large and mid cap stocks, and will normally hold between 40 and 60 stocks.
Fund facts
| Launch date: |
8 October 2009 |
XD dates: |
1 April & 1 October |
| AUM: |
£281.6m |
Minimum Investments: |
| ‘A’ £1,000 |
‘Z’ £5 million |
|
| IMA sector: |
Global Growth |
Fund Charges |
|
| Benchmark: |
FTSE All World |
Initial |
|
| Share classes: |
‘A’ Retail (income)
‘Z’ Institutional (accumulation) |
Annual |
|
