Fund aim
The fund aims to provide capital appreciation through investment, predominantly in the UK, in all economic sectors, through UK authorised unit trusts and open-ended investment companies and other regulated collective investment schemes across several investment management groups. Our philosophy involves combining manager styles, while using management expertise and risk controls to improve the consistency of performance.
Fund overview and performance target
The fund adopts a multi-manager approach to building a diversified portfolio of UK equities. The fund aims to outperform the benchmark, FTSE All-Share Index, over the medium term. There is no guarantee that this target will be achieved.
| Fund facts |
| Manager(s) start date |
24th October 2007 |
| Launch date |
22nd May 2002 |
| Sector |
IMA UK All Companies |
| Benchmark |
FTSE All-Share |
| Dividend pay dates |
30th Apr | 31st Oct |
| Fund type |
Unit trust |
| Base currency |
Sterling |
| Type of unit |
Income & Accumulation |
| Share classes |
A Inc & A Acc
X Inc & X Acc |
