New Fund Name: OMR Invesco UK Opportunities (UK)
New Objective:
To achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK.
The fund typically holds a concentrated portfolio of 35 – 45 stocks.
To achieve capital growth, over at least 5 years, net of fees at a rate greater than that of the Numis Smaller Companies Index.
To achieve capital growth, over a rolling 5 year period, net of fees at a rate greater than that of the Numis Smaller Companies ex Investment Companies Index.
