The investment objective of the fund is to seek long-term capital appreciation through investment in an actively managed portfolio of equity and equity-related securities issued by large, mid and small capitalisation companies located predominantly in the US, with limited exposure to issuers in Canada. The fund seeks to invest in securities of companies that the Investment Manager expects to have higher returns by systematically placing an enhanced emphasis on securities of companies with smaller market capitalisations and securities of companies with higher profitability and value characteristics.
Freetrade is your gateway to commission-free investing. Join over 1.6 million users using the Best online trading platform, as voted at the British Bank Awards for six years running.
Freetrade does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Past performance is not a reliable indicator of future returns. Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (no. 09797821).
© 2026 Freetrade, All rights reserved. The Apple logo is a trademark of Apple Inc. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.
