The Fund aims to provide long-term capital growth (over a period of five to seven years).
The Fund seeks to achieve this objective through investing at least two thirds of its assets in shares and equity related securities of companies listed on or dealt in Eligible Markets worldwide, in each case which the Investment Manager considers the company to have the ability to disrupt existing products or services through the deployment of technology and therefore demonstrate the opportunity
for long-term growth.
The Investment Manager aims to invest in sectors and businesses that have franchises with a sustainable competitive advantage – typically accruing as a result of brands, high switching costs for customers and significant scale based cost.
The Fund may invest up to 30% of its net assets in Emerging Markets and up to 10% in Russia.
The Fund may invest up to 15% in government and corporate bonds and other debt securities (including up to 10% of the Fund’s assets in sub-investment grade bonds and debt securities).
The Fund may invest up to 10% in collective investment schemes (which may include those that are managed or operated by the ACD or an associate of the ACD).
The Fund may invest up to 10% in warrants and rights issues.
The Fund may invest up to 20% in structured notes, deposits, cash and money market instruments.
The Fund can use derivatives, which are sophisticated instruments whose value is linked to the rise and fall of other assets, for investment purposes to generate market exposure that exceeds the value of its assets and for the purposes of hedging and efficient portfolio management, with the aim of managing risk and cost.
The Fund is actively managed. This means the Investment Manager uses their expertise to pick investments to achieve the Fund’s objective.
The investment process of the Fund integrates the consideration of environmental and social factors and is described in more detail in the Prospectus.
You can buy and sell shares on any business day in London.
Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within five to seven years.
For full investment objectives and policy details please refer to the Prospectus.
Share classes
