Schroder Tellworth UK Dynamic Absolute Return P1 Accumulation GBP

Strategie

The fund invests at least 80% of its assets directly, or indirectly through derivatives, in equities of companies that are constituents of the FTSE All- Share Index or the Alternative Investment Market and that are incorporated in the UK, or derive a significant proportion of their revenues or profits from the UK, or are primarily operating in this jurisdiction. The fund invests at least 50% of its assets in small and medium sized companies. Small and medium sized companies are companies which, at the time of purchase, are considered to be in the bottom 80% by market capitalis ation of the UK equities market. The fund may also invest in bonds issued by UK companies or the UK government, money market instruments and may hold cash. Bonds will be rated investment grade (as measured by credit rating agencies, or if not rated, deemed by the ACD to have at least an equivalent rating).

Ziel

The fund aims to achieve an absolute return (after fees have been deducted) by investing in equity and equity related securities of UK companies. Absolute returns means the fund seeks a positive return over rolling 12-month periods in all market conditions, but this cannot be guaranteed and your capital is at risk.