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A Close Look
The fund's objective is to achieve long-term capital growth by investing across a range of predominantly large capitalised UK companies with some exposure to smaller companies.

Key Features & Benefits

  • A yearly dividend with the option to reinvest the income to enhance growth potential.
  • Minimum initial investment of 100 shares gives you affordable access to the stock markets.
  • Easy access to your money as the fund deals weekly. This lets you make additional deposits or ad hoc withdrawals when required.
  • A regular savings plan (from £100 per month) option lets investors save to build a nest egg or specific purpose such as funding children's higher education or supplementing pension income.
  • Clear reporting with online facilities, contract notes, statements, published prices and the availability of fact sheets make tracking your investment easy.
  • A single dealing price means there is no bid offer spread in the fund pricing mechanism so the price you see is the price you get.
Click here to view Offshore Fund fact sheet