Fund Objective

The Fund aims to provide a combination of income and long term capital growth.

Future Expectations

We avoid the most popular market sectors, believing that these stocks could be overvalued. We believe that this strategy focuses on lower-risk shares, as each new holding will typically have fallen significantly in price, yet have a combination of valuation factors which suggests that the shares are trading at a discount. As each share is generally out of favour for a unique reason and is expected to come back into favour in its own cycle,there is potential for portfolio performance to be smoothed out over a longer-term horizon.

Fund Details