We aim to deliver a total annual return (gross of fees) of:
where we believe a company’s business model can deliver the returns we require on a medium to long term time horizon.
* Risk Warning: The Fund is subject to normal stock market fluctuations and other risks inherent in such investments. Past performance is not a guide to future returns. The value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. You should therefore regard your investment as a medium to long term investment.