The fund aims to provide long-term capital growth. It invests primarily in the shares of UK companies blending investments in larger, medium-sized and smaller companies and has the freedom to invest outside the fund’s principal geographies, market sectors, industries or asset classes. It can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund’s risk profile. May also make extensive use of derivatives including more complex instruments or strategies to achieve the investment objective and these may result in leverage. In such situations performance may rise or fall more than it would have done otherwise, reflecting such additional exposure.
Sanjeev Shah
GBP 0.16m as at 28-Feb-2013
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Alico Ire Fidelity Special Situations
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Change (Offer)
0.02 (0.62%)
20-May-2013
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01-Oct-2001
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