Fund Objective

To provide capital growth through investment in UK Companies.

Future Expectations

Specifically, we look to identify between 20 and 40 large and medium-sized companies that we believe have strong business models, healthy balance sheets and as yet unrecognised long-term potential. This results in a portfolio of our best ideas, consisting of holdings that we believe can each deliver an attractive absolute return over a reasonable period of time.The fund has delivered significant returns since its launch by taking this approach and we are confident that it can continue to perform well in the year ahead.

Fund Details