Lipper Leaders scorecard key:
UK score for 3 years period
Objective:
The Fund aims to achieve a positive capital return, over the long term, regardless of market conditions, through investment and disinvestment (directly and indirectly) in a portfolio predominantly consisting of UK equities, related derivative contracts, money market instruments, cash, near cash, and deposits. The Fund may invest up to 100% of its net value in a portfolio of UK equities (typically between 25 and 35 although this may vary from time to time at the discretion of the investment adviser).