Strategy Aim
The objective of the strategy is to outperform the FTSE All-Share 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 in order to limit the volatility of performance relative to the Index. The strategy invests primarily in large and mid cap stocks, and will normally hold between 50 and 80 stocks.
Fund facts
| Launch date: |
25 February 2008 |
XD dates: |
1 April & 1 October |
| AUM: |
£167.6m |
Minimum Investments: |
| ‘A’ £1,000 |
‘Z’ £5 million |
|
| IMA sector: |
UK All Companies |
Fund Charges |
|
| Benchmark: |
FTSE All-Share |
Initial |
|
| Share classes: |
‘A’ Retail (income)
‘Z’ Institutional (accumulation) |
Annual |
|
