Fund Objective

The fund’s investment objective is to provide a capital growth through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. In order to achieve the objective the manager will invest in a focused portfolio of investments. The fund may also gain exposure to alternatives including commodities, hedge funds, private equity and property through investment in collective investment schemes and transferable securities.

View on Past Performance

The fund's recent above-benchmark performance has positioned it in the top quartile of its peer group, the IMA Active Managed sector, for the second quarter of 2007. Asset allocation contributed positively to performance, with the portfolio benefiting from an overweight exposure to equities and alternatives.

Fund Details