The objective of the Fund is to achieve long term capital growth by investing mainly in UK and overseas equity markets. There is no specific limit in exposure to any geographical or industrial sector and the fund may, where permitted, include other asset classes such as; fixed income funds, (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