TM Stonehage Fleming Opportunities Fund L Inc

The objective of the fund is to achieve long-term capital growth over a 5-year rolling period, net of fees.

The fund focuses on UK listed equities, with a particular emphasis on smaller companies with long-term growth potential, companies with recovery and growth prospects, and undervalued sectors. The fund may also hold warrants acquired through corporate actions. While the fund primarily holds UK listed investments, it may also hold overseas equities if they were originally UK listed and subsequently delisted to another regulated exchange. Additionally, the fund may hold up to 20% cash for liquidity purposes.

Investors should be aware that the fund is actively managed, meaning the Investment Manager has discretion over buying and selling decisions. The fund is not constrained by its benchmark, the Numis Smaller Companies Index ex-Investment Companies Total Return Index. Additionally, investors should consider the risks associated with investing in smaller companies and undervalued sectors, as well as the potential impact of holding overseas equities on the fund's performance.

https://www.stonehagefleming.com/investments/funds