Fund Objective

To achieve above average returns by investing predominately in UK listed companies.

Future Expectations

The major issues facing the UK economy remain: spending and investment activity by consumers, corporates and government continues to slow in the face of declining confidence, reduced income/profits and restricted access to debt. Monetary and fiscal stimulus is required, and there may be policy headroom for this in due course. For the moment, however, portfolio strategy remains cautious and is focused on long held themes within household necessities, outsourcing, global products/services and infrastructure.

Fund Details