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.
Currently, the Fund can be bought and sold on the Aegon, AJ Bell, Alliance Trust Savings, Ascentric, Aviva, Standard Life Elevate, CoFunds, FNZ, Hargreaves Lansdown, Interactive Investor, James Hay, Novia, Nucleus, Pershing Nexus, Raymond James, Transact and Zurich platforms.
For the latest report.
Andrew Vaughan (Free Spirit Fund Manager)