Investment Objective
The Fund aims to achieve positive absolute returns through a combination of capital growth and income on your investment regardless of market conditions. The Fund seeks to gain at least 70% of any investment exposure to equity securities (e.g. shares) of companies domiciled in, or the main business of which is in, or have their primary listing in the United Kingdom.
Reference Index
N/A
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.7 | 0.0 | 0.7 | 0.4 | 0.6 | 0.3 | 0.3 | 0.5 | 0.9 | 0.3 | 0.7 | 0.7 | 0.1 | |
2022 | 0.5 | 0.5 | 0.5 | 0.4 | 0.7 | 0.1 | 0.6 | 0.7 | 0.8 | 0.6 | 0.9 | 0.6 | 0.8 |