The objective of this fund is to provide growth of capital above the Bank of England base interest rate over rolling three year periods. The fund will invest between 80% and 100% in a broad range of UK and overseas company shares, bonds (a type of loan which pays interest) and cash. The fund will invest up to 35% in company shares. Normally investments in these assets will be made by holding at least 60% in other authorised investment funds, including funds from Legal & General, but at times the fund could hold: • up to 100% in other funds; or • up to 100% directly in the assets; or • up to 100% in cash or cash like investments.
Fund filings (PDF) »
Justin Onuekwusi (Started: Jun 9, 2014)
Bruce White (Started: Jun 9, 2014)
Martin Dietz (Started: Jun 9, 2014)
# Contact ?>
Temple Court, 11 Queen Victoria Street