Fund Objective

To achieve above average, consistent and stable high returns by investing in a concentrated portfolio of 30-55 (maximum 60) equities from the European markets and to perform in a top quartile profile when measured against competing funds in the same sector.

Future Expectations

The investment climate is currently very tricky. Small changes in trading conditions for companies (some of which may yet prove to be seasonal or temporary) are having a disproportionate impact on investor sentiment, often causing violent daily price moves on little liquidity. In this environment we have taken down the risk levels of the fund to more appropriate levels.

Fund Details