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Fund Objective:
The Company is a closed-ended investment company whose shares are listed on the London Stock Exchange and an alternative investment fund under the Alternative Investment Fund Managers Directive (“AIFMD”). The Company’s shares are therefore available to the general public.
The objective of the Company is to exceed the benchmark index over the long-term whilst managing risk. The Company invests in equities with an emphasis on smaller companies. UK smaller companies will normally constitute at least 80% of the investment portfolio. The investment portfolio will normally lie in the range of 80% to 100% of shareholders’ funds and therefore gearing will normally be between -20% and 0%. As a result of the Alternative Investment Fund Managers Regulations 2013 it has been decided that the Company will not use gearing.