The aim of the Fund is to increase the value of investors investment in excess of 3% a year, net of fees, over any 5 year period, however, there is no certainty this will be achieved. This is through a combination of capital growth, which is profit on investments held and income, which is money paid out of investments such as dividends from shares and interest from bonds. The Fund will be actively managed, which means the Investment Manager decides which investments to buy and sell, and when. The Fund will have exposure to a broad range of asset classes and investments across different industries and geographical regions, however not all asset classes may be held at all times. This will include: Between 45% and 90% in bonds and cash, Up to 35% in shares of companies, Up to 20% in alternative assets.
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GB00BKPC9471
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