Strategy Aim
The objective of the strategy is to outperform the FTSE All-Share Index by 4% per annum (net of fees) over rolling three year periods. 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. The strategy invests across the whole market, in accordance with the manager’s best ideas. The strategy typically holds between 20 and 40 stocks.
Fund facts
| Launch date: |
22 March 2007 |
XD dates: |
1 April & 1 October |
| AUM: |
£149.2m |
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 |
|
