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The objective of this fund is to outperform the S&P 500 index over a market cycle within a framework of aiming to balance risk and return. That means trying to preserve capital during difficult markets, whilst participating in good markets.
Targeting both growth and value stocks the managers generally favour large cap blue chip companies that have dominant market positions. Typically companies in the portfolio fall into one of the following categories: Companies that have assets or earning power that are undervalued or unrecognised by the market, or companies whose stock price has been driven down by cyclical factors; Companies with superior growth characteristics, whose stocks are available at reasonable prices due to temporary market or stock specific reasons and Companies the managers believe are well positioned to sustain or increase growth at a faster rate than market expectations.