Fund of Investment Trusts

Investment Objective
This fund aims to achieve capital growth in the long-term by investing mainly in investment trust companies.

Investment Policy
The fund will select companies which invest in attractive markets and have a manager who is expected to out-perform the relevant asset category. The portfolio will also include trusts that are likely to benefit from reconstruction.

Risk/Return Relationship
The Fund of Investment Trusts is a medium/adventurous risk fund. Although internationally invested, there is a significant degree of diversification provided by the underlying investment trusts investment in a large number of different companies. The above average risk comes from currency exposure.

Further Information

Fund of Investment Trusts Fund factsheet (PDF new window)

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