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UK Opportunities Fund
Retail Income
Literature and Strategy
The Fund aims to provide long term growth by investing predominantly in the shares of small and medium sized companies listed on the UK stock market. The fund may also invest in larger UK companies. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.
The value of investments within the Fund can fall as well as rise and is not guaranteed – you may get back less than you pay in. The Fund may use derivatives for the purpose of efficient portfolio management. The sterling value of overseas assets held in the Fund may rise and fall as a result of exchange rate fluctuations.
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