Reasons to invest
- A combination of undervalued growth and special situation investments.
- Conviction in beliefs - don't invest in trends
- Focused portfolio aiming to hold 25 stocks
- Demonstrable track record - past performance is not a guide to future performance
Typical Investor
The fund is suitable for those who want to aim for growth. Investors should be able to invest for the medium to long-term.
The Simplified Prospectus for this fund can be found on the Fund Literature page. For copies of the full Prospectus at no charge please write to us at the address opposite.
As a stocks and shares investment, you should be aware that the value can go down as well as up and is not guaranteed. You might not get back the amount invested.
WM46015 11/2007
