The investment objective of the Fund is to achieve long term capital growth through investment in securities markets worldwide. The Fund will invest in a mix of UK and overseas securities, which may include equity, convertibles, loan stock and other debt securities, warrants, collective investments, deposits, derivatives and other investments to the extent that each is permitted by the regulations. Subject to these regulations, the relative weightings of each asset class, including cash, will be determined by the manager’s view on worldwide securities markets, and their ability to provide both capital return and income over the long term. The Trust may invest in derivatives for investment purposes only after the Manager has given not less than 60 days’ notice to the unitholders, which may make the portfolio composition of the Trust highly volatile in the absence of compensating investment techniques.
Not Disclosed (Started: Jun 26, 2013)
Rothschild Private Management Limited
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