The fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK), and aims to hold a concentrated portfolio of 35-65 securities. The Investment Manager is not restricted in terms of size or industry. The fund is actively managed and not constrained by a benchmark. The fund may also invest in other transferable securities, collective investment schemes, money market instruments, cash and deposits and is also able to use derivatives for efficient portfolio management.
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