INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term (5 years or more).
Performance target: To outperform the MSCI World Small Cap Index, after the deduction of charges, over any 5-year period
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The Fund invests at least 80% of its net assets in listed shares (also known as equities) or equity-related instruments of small capitalisation companies, in any industry, in any country. Equity-related instruments may include depositary receipts. In this context, small capitalisation companies are those whose market capitalisation, at the time of initial purchase, are within the range of market capitalisations of companies included in the MSCI World Small Cap Index
The Fund may also invest in other assets including Collective Investment Schemes (including those managed by Janus Henderson), cash and money market instruments.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the MSCI World Small Cap Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target. The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index with a maximum of 20% of the Funds net assets in non index companies.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Experienced lead manager and regional managers with local expertise
- Dispassionate screening approach to stock selection combined with qualitative fundamental research
- Balanced style and regional exposure reduces factor risk, allowing the strategy the potential to outperform in a variety of market conditions
