To achieve long-term growth through investment in collective investment schemes. These schemes are mainly invested in equities, in the UK and Globally with some investing in smaller companies and markets.
Our strategy remained focused on providing investors with long-term capital growth. The Fund invests predominantly in equities with typically around 50% in UK shares with a further 50% invested across the international stock markets.Within equities we continue to tilt our exposure up the cap scale - large cap biased Threadneedle UK Equity Alpha Income is a core holding. Volatility remains a key characteristic of markets and we are encouraged by the ongoing contribution made by BlackRock UK Absolute Alpha in dampening overall volatility and generating positive returns against a backdrop of falling equity markets.Outside of the UK we favour the SPDR Trust Series 1 - a low cost product which looks to track the S&P 500 index. Its inclusion is aligned with our ongoing preference for larger companies.
