Equity Trust
- Producing the optimum balance of good income and capital growth to offset the effects of inflation, from a portfolio of mainly UK securities.
- Managed by Matt Fletcher
Growth Trust
- Actively managed and invests money in around 25 UK companies with strong growth prospects.
- Managed by Robert Churchlow
UK Active Opportunites Trust
- Seeks to secure capital growth from UK Securities which offer recovery prospects and which may be selected from all economic sectors.
- Managed by Tim Mann
UK Alpha Trust
- Providing the potential for long-term growth by investing in a concentrated portfolio of UK equities, mainly from small- to mid-cap companies which may be selected from all economic sectors.
- Managed by Richard Penny
UK Equity Income Fund
- Seeks to provide an income in excess of the FTSE All Share Index yield and capital growth over the longer term by investing in high yielding UK Equities.
- Managed by Richard Black
UK Smaller Companies Trust
- Seeking to maximise capital growth from a portfolio of UK securities, which will consist largely of smaller companies.
- Managed by Rod Oscroft
UK Special Situations Trust
- Actively managed and invests in around 40 companies undergoing a significant change, giving the potential for superior returns.
- Managed by Matt Fletcher
Performance data source: FundsLibrary, bid to bid basis with net income reinvested inclusive of retail management fee.
Data correct as at 17 May 2012