The fund's investment objective is to achieve capital growth over a rolling seven to ten year period as well as providing income. The fund's target is to have a return greater than the FTSE All-Share Total Return Index (12pm adjusted), which is used in the calculation of performance fees. 2 The fund will aim to achieve this objective through investing at least 90% of the fund in the shares of companies listed on either of the two primary markets of the London Stock Exchange: the Main Market (FTSE) and the Alternative Investment Market (AIM).bb
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