The primary investment objective is to maximise total return, from capital and net income combined.
The small and mid-cap market fell over September in response to deep problems in the banking sector. The fund outperformed the Lipper median in September. Outperformance was due to key defensive stock names and a high cash position.
We continue to seek stocks with strong balance sheets and cash generation, as the economic backdrop weakens further.
Latest Price |
405.60p |
IMA Sector |
UK Smaller Companies |
Currency |
British Pound |
Launch Date |
01/06/2006 |
Fund Size |
n/a |
Fund Manager |
Elaine Morgan |
ISIN |
GB00B142FS18 |
Dividend |
0.00p |