The objective of the Fund is to achieve long term capital growth and income by creating a well diversified portfolio investing in a broad range of underlying assets. To enable the creation of a diversified portfolio the fund may invest in equities, bonds, government securities and collective investment schemes. There is no specific limit in exposure to any geographical or industrial sector and the fund may, where permitted, include alternative investments such as (closed-ended) property funds, absolute return funds and funds with exposure to private equity. There may be occasions when it is deemed necessary to hold a high level of cash or money market instruments.
Hector Kilpatrick (Started: May 4, 2010)
Capita Financial Managers Ltd
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Beaufort House, 4th Floor, 15 St Botolph Street