Fund Objective

The fund’s investment objective is to achieve capital growth through investment in UK equities. However, attention will be paid to maintaining a steady growth in income distribution. Investment will be in a balanced portfolio of good quality companies structured to produce a higher immediate income than is obtainable from funds concentrating entirely on capital growth. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.

Future Expectations

Each stock has to pass a strict selection process and we aim to uncover companies with two key traits: unrecognised value and sustainable profits growth. In addition, we seek out companies with healthy balance sheets, a strong management team and a compelling business model. We believe these attributes can lead to superior long-term investment returns and we continue to find many such opportunities in the UK market.

Fund Details