INVESTMENT OBJECTIVE
The Scheme aims to provide long term (over at least 5 years) capital growth with the potential for some income generation.
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The Scheme will invest in a spread of authorised unit trusts and/or authorised companies which may be selected from those available in the whole market. The Scheme will not be restricted to any particular economic sectors and the investment policy will take a long term balanced view of stock markets worldwide while maintaining a core holding in the UK. The Scheme will limit its exposure to shares/equities to between 20% and 60%. The Scheme may also invest in transferable securities including investment trusts, money market instruments, deposits, derivatives and forward transactions.
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RATINGS AND AWARDS
