Fund Objective

The fund aims to maximise the total return to investors froma combination of capital growth and income.

View on Past Performance

During the period under review, the fund outperformed the FTSE all-Share Index by 1.4%. The portfolio was well positioned in this period, with both correct strategic positioning and strong stock selection.

Future Expectations

Whilst we anticipate reducing the cyclicality of the portfolio over the coming months, we will be watching currency rates carefully with a view to increasing the international exposure of the Fund in further dollar depreciation.

Fund Details