The fund aims to generate a high level of current income, distributed on a monthly basis, while also seeking capital appreciation. In order to achieve its investment objective, the fund will invest in a manner consistent with the UCITS Regulations and Central Bank requirements, in a portfolio of equity securities and option contracts with economic characteristics similar to such investments held in the S&P 500 Index (the Index or S&P 500 Companies). The fund will not seek to track or replicate the Index.
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.
