Fund Objective

The primary investment objective is to maximise total return.

View on Past Performance

The UK equity market experienced significant volatility as some of the world's most established financial institutions collapsed. The fund outperformed the Lipper median in September, finishing first quartile. Sector allocation was the key driver of outperformance.

Future Expectations

We continue to seek stocks with strong balance sheets and cash generation, as the economic backdrop weakens further.

Fund Details