Strategy Aim
The objective of the strategy is to outperform the FTSE All World Index by 2% per annum (net of fees) over rolling three year periods. In seeking to achieve the objective, the manager operates within defined risk constraints commensurate with that objective. The strategy invests primarily in large and mid cap stocks, and will normally hold between 80 and 110 stocks.
Fund facts
| Launch date: |
14 October 2009 |
XD dates: |
1 April & 1 October |
| AUM: |
£3.0m |
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 |
|
