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Total Returns on £1000 over
Discrete performance % over
Discrete performance over
To secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, unlisted securities and private equity, with the use of gearing.
Management fees payable monthly to the Manager is at a rate of 0.365% p.a. of market capitalisation of the Company. Management fees payable to the private equity managers is at a rate of 0.32% p.a. based on capital commitments. No performance fee will be paid.