As at: 30/11/23

Overview

Filters

Fund information

Policy

Investment Objective and Policy

The objective of the fund is to generate a balance between income and growth through investment in both UK and international markets.

The fund will target its investment into a range of collective investment schemes and transferable securities that invest into asset classes that seek to have a low correlation to global equity markets and have a more consistent return profile. Typically this will include funds investing into renewable energy projects, infrastructure, absolute return funds and non-investment grade debt strategies. Non-investment grade debt strategies may include high yield, leveraged loans, preference shares and distressed debt. The Sub-fund may also invest into other transferable securities, collective investment schemes (including unregulated collective investment schemes), warrants, money market instruments, cash and deposits that best take advantage of the economic opportunities worldwide.

The fund may potentially invest predominantly in the units or shares of other collective investment schemes.

It is the ACD’s intention that derivatives be used for hedging purposes only using efficient portfolio management style techniques.

The ACD does not intend to have an interest in any immovable property or tangible movable property.

The Sub-fund will be managed in a manner that maintains eligibility for the stocks and shares component of an individual savings account.

(Source: Prospectus, as at Janaury 2024)

Process

Resources, Affiliations & Corporate Strategies

Literature

• Evelyn Partners website
• Fund prospectus

Last amended: 08/01/24 08:39