Strategy Aim
The objective of the strategy is to outperform a target of LIBOR + 4% per annum. In seeking to achieve the objective, portfolio which will primarily consist of UK equities that meet the manager’s recovery criteria of a turnaround in company profitability over the longer term. In seeking to achieve the objective, the manager does not operate within relative risk constraints, but sets absolute limits on the amount of capital allocated to any particular company or sector.
Fund facts
| Launch date: |
25 February 2008 |
XD dates: |
1 April & 1 October |
| AUM: |
£60.1m |
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 |
|
