MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve capital growth over the long term (5 years plus). The Company will seek to achieve the investment objective through investment in a portfolio of assets, both in the UK and in some or all world markets, with a bias on investing in equities (which may be directly or indirectly held via collective investment schemes). Investment may also be made in other asset classes including other types of transferable securities, units of collective investment schemes with multi asset exposure, warrants, deposits , cash and near cash and money market instruments. The Company may also gain exposure to asset types such as private equity, property and commodities indirectly through exchange-traded funds, closed-ended funds and collective investment schemes. The proportion of the property of the Company which may be held in the different permitted asset classes, including cash and near cash, may vary from time-to-time at the Investment Manager’s discretion subject to the limitations on investment set out in the FCA Regulations, however, there will always be a bias towards equities. It is the ACD’s intention that derivatives and forward transactions will only be used for Efficient Portfolio Management. However, if the Company were to consider using derivatives and forward transactions for investment purposes then a 60 day notice would have to be issued to Shareholders. The use of derivatives for investment purposes may alter the risk profile of the Company.