TM Tellworth UK Select Fund - Class A Income

The objective of the Fund is to achieve positive annual returns with lower volatility than the Numis UK All Share Index. The Fund aims to achieve returns in excess of one month SONIA over a three year rolling period, although there is no guarantee of this.

The Fund will consist primarily of exposure to listed UK equity securities, with companies having a market capitalization of over £500m at the time of investment. This exposure will be gained through derivative instruments that provide long or short exposure to listed equity securities, as well as through direct holdings. Additionally, the Fund may invest in other transferable securities, fixed income, money market instruments, cash, and near cash.

Investors should be aware that capital is at risk when investing in the Fund. While the Fund aims to achieve positive returns in all market conditions over a three year rolling period, there is no guarantee of this outcome. Additionally, the use of derivative instruments as part of the investment policy may result in substantial holdings in liquid assets, which can be converted into cash quickly.

https://www.tutman.co.uk/tm-tellworth-uk-select-fund/