Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.
Quarterly Update
Watch the investment team recap this quarter.
(Note: Recorded in October 2024).
INVESTMENT OBJECTIVE
The Fund aims to achieve a positive absolute return in excess of the UK base interest rate, after charges (but before the deduction of any performance fees) over the long-term (rolling 3 year periods) regardless of market conditions. The Fund aims to typically deliver absolute (more than zero) returns over a rolling 12 month period. An absolute return performance is not guaranteed over this specific, or any other, time period and consequently capital is in fact at risk.
ABOUT THIS FUND
- Targets absolute returns regardless of market direction with carefully monitored exposure to the stock market.
- Experienced team with time-tested approach through market cycles; supported by the wider Pan-European equities team.
- The fund aims to enhance the overall risk/return characteristics of a balanced portfolio, with a key focus on preserving capital.
RATINGS AND AWARDS
