The Free Spirit® Fund

The investment objective of the Fund is to seek to achieve real growth in capital and income over the long-term. Real growth means growth in excess of inflation, defined as the UK Consumer Price Index (CPI) +2% per annum on average and long-term means over a minimum investment horizon of five years. 

Currently, the Fund can be bought and sold on the Ascentric, Alliance Trust, Aegon, AJ Bell,  Aviva, Cofunds, Hargreaves Lansdown Vantage, Novia, Transact, and Zurich platforms.


  • Rosemary on The Free Spirit Fund

    Rosemary talks about  what The Free Spirit name means from an investment perspective, her investment process, how she uses modelling and how she values a company.

     

                      

    Published on 9th May 2018


  • The Free Spirit Fund – what should investors expect

    Rosemary talks about The Free Spirit Fund portfolio, which companies she holds and why and what investors can expect.

     

                      

    Published on 9th May 2018