The fund’s objective is to generate income while preserving capital in the long term.
The investment policy of the Fund is to invest predominantly in a concentrated portfolio of approximately 30 – 50 stocks of companies incorporated in Europe including the United Kingdom. The Fund will be actively managed with its investments spread across the region with a focus on companies which have the prospect of producing an above average dividend yield. The Fund is not constrained by any index weightings and does not concentrate on any particular country or sector but invests from a broad range of stocks without regard to market capitalization. The Fund may invest in companies that are headquartered or quoted outside of Europe which derive a predominant part of their business from Europe and whose securities are listed or traded on a Recognized Market.