Fund Objective
Aims to provide capital growth and income in excess of Russell 2500 Total Return Lagged index over a 3 to 5 year period by investing in equities of medium-sized US companies. The fund is actively managed and invests at least 80% of its assets in equities of medium-sized US companies. The fund may also invest directly or indirectly in other securities, countries, regions, industries or currencies, collective investment schemes, warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of reducing risk and managing the fund more efficiently.
Cumulative Performance
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Discrete Performance
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Ratio Information
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Fund Managers
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Unit Information
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Fund Information
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Asset Class Breakdown
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Top Holdings
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Contact Details
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Cumulative Performance
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Discrete Performance
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Discrete Calendar Performance
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Ratio Information
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Unit Details
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Top Holdings
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Asset Class Breakdown
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Region Breakdown
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Sector Breakdown
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Dividends
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Group News
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Relevant Articles
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Literature & Downloads
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