​The Funds»The Free Spirit® Fund

The investment objective of the Fund is to seek to maximise total returns over the long-term, defined as 5 – 10 years. At least 80% of the Fund will be invested within UK equities, with an emphasis on smaller and mid capitalised companies.

For the latest report.

Buying & Selling

The Fund may be bought and sold directly online by clicking here or on the Hargreaves Lansdown Vantage, Best Invest, Old Mutual, Selftrade, Cofunds, Transact, Skandia, Standard Life, Ascentric, Nucleus, Novia, Pershing Nexus & Raymond James platforms.

Sanford DeLand Asset Management Limited is not authorised to nor does it provide investment advice or recommendations.  It is therefore important that you decide if an investment is suitable for your financial needs.   Before making any decision to invest, please ensure you read the Prospectus, the Key Investor Information and the Supplementary Information Documents, which are available in our Document Library.  Should you have any doubt or require any advice about the suitability of an investment product managed by Sanford DeLand Asset Management Limited, you should contact an authorised financial adviser (the FCA provides some useful information here - please note SDL is not responsible for the content or performance of third party websites).

Keith Ashworth-Lord (SDL Founder, Chief Investment Officer and Free Spirit Fund Manager)