The Fund has been managed since launch in March 2016 by Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge and seeks to invest in profitable, UK headquartered companies with high managerial ownership and a market capitalisation of under £150 million. The fund managers use the Economic Advantage investment process to try to identify companies with a durable competitive advantage, allowing them to defy industry competition and sustain a higher than average level of profitability for longer than expected.
• Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. • Some of the Funds managed by the Economic Advantage Team invest in smaller companies and companies traded on the Alternative Investment Market. These stocks may be less liquid and the price swings greater than those in, for example, larger companies.
• The information and opinions provided should not be construed as advice for investment in any product or security mentioned. • Always research your own investments and consult with a regulated investment adviser before investing.
Source: Financial Express. Total return, bid-to-bid. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use.