The fund aims to achieve income and capital growth over the long term (5 years or more) by investing at least 70% in equities and equity-related securities issued by companies which at the time of purchase have a market capitalisation of US$2 billion or above. The fund may gain exposure to equity markets through listed real estate investment trusts (REITs). This fund is actively managed. Income is reinvested into the fund.
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).
© 2025 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.