The fund�s objective is to achieve long-term capital growth. The fund invests in UK smaller companies though there may be occasions when the Investment Manager chooses to hold large degrees of cash or money market instruments. The Fund will primarily invest in companies which are either incorporated in the UK or are listed in the UK and have the majority of their economic activity in the UK. The Fund may also invest in companies which are listed in the UK but are not incorporated and do not have the majority of their economic activity in the UK. The Fund may invest up to 100% of its assets in collective investment schemes and over 35% of its assets in certain government and public securities.
Douglas Lawson (Started: Jan 31, 2010)
Paul Jourdan (Started: Jul 29, 2008)
Capita Financial Managers
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64 St. James's Street
0115 988 8222 (Fax)