The fund's objective is to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including internationally listed or quoted equities or equity related securities (including convertible) or bonds which are issued by corporate issuers, supra-nationals or government organisations and currencies. The fund may also invest in collective investment schemes, cash and money market instruments. Pervading this objective is a fundamental philosophy of capital preservation. The fund's principal performance objective is to achieve a positive total annual return, after all expenses, of at least twice the Bank of England base rate. In selecting investments the fund will adopt a stock picking approach and will not adopt any investment weightings by reference to any benchmark.
Steven Russell (Started: Feb 1, 2006)
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Beaufort House, 4th Floor, 15 St Botolph Street