BREXITS Opportunity Fund

Investment objective summary

The Fund aims to provide a high level of income while seeking opportunities to maximise capital growth

The Fund invests in broad range of fixed income instruments (contracts to repay borrowed money which typically pay interest at fixed times) including government and corporate bonds. Other investments may include company shares, the units of other funds (including foreign funds), cash, property related securities (financial contracts evidencing ownership or debt) and derivatives (financial contracts whose value is linked to the price of an underlying asset). Between 5% and 25% of the Fund’s value will typically be invested in property.

Fund features

The fund has a focus on capital growth and absolute returns through active asset allocation

Seeks to provide lower volatility than traditional balanced funds, but with sufficient equity to provide scope for capital growth over the medium to long term

Stock selection is oriented towards a quality approach, seeking to deliver consistent performance through the business cycle