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The aim of the Fund is to achieve capital growth for unit holders, with income of secondary importance. The Fund invests principally in a portfolio of quoted UK securities
A flexible style is adopted with value addition through stock selection across all market conditions. The portfolio is concentrated with at least 50% derived from the UK Team's model list.
Identification of good companies (industry, management and accounts) forms a starting point. The identification of good stocks then focuses on changes to growth rate, risk profile and investor perspective. Growth rates are ideally conservative to begin with, the standard deviation of earnings estimates is the quantitative measure of risk while price momentum and newsflow tracks sentiment. Proprietary spreadsheets aid these analyses.