The investment objective is to achieve positive returns over a 3 year period through a multi asset approach. To invest generally in a portfolio of equities, fixed income as well as other assets. Cash and near cash will be held. The Fund aims to achieve this by taking advantage of long terminvestment themes but at the same time preserving capital when broad market conditions are challenging. The asset allocations will be determined by prevailing market conditions and will have capital preservation at the centre of the investment philosophy. The individual positions will generally be selected based upon thematic strategies. The Fund may also hold units in other Collective Investment Schemes, other transferable securities, warrants, permitted money market instruments, deposits and derivatives and forwards (including commodity indices) for investment purposes.
Sean Flanagan (Started: Mar 1, 2011)
Aegon Asset Management Services Inc
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KAMES CAPITAL PLC, 3 LOCHSIDE AVENUE, EDINBURGH PARK