The fund aims to achieve long-term capital growth by investing primarily in UK smaller companies. The fund will invest at least 80 per cent of its assets in the UK listed companies that form the bottom 10 per cent by market capitalisation. The fund may also invest in companies which are headquartered or have significant activities in the UK which are quoted on a stock exchange outside the UK.

To outperform the benchmark, FTSE UK Small Cap ex Inv Trusts, by +3% on a calendar year basis. No formal tracking risk policy but managed between 5-7%.*
*There is no guarantee that the target will be achieved.

Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

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